DFX Intelligence
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Institutional manager
F•••••••• I•••••• C•••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
137
filed Jun 24, 2020
ADV institutional RAUM
$52.8M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$365M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.13; discretionary RAUM $365M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- charity clients 4 Jun 24, 2020 reported
- institutional clients 137 Jun 24, 2020 reported
- pension plan clients 133 Jun 24, 2020 reported
- raum discretionary $365M Jun 24, 2020 reported
- raum institutional $52.8M Jun 24, 2020 reported
- raum total $420M Jun 24, 2020 reported
What changed
No dated events.