DFX Intelligence
Allocator Intelligence
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Institutional manager
A••••• I••••••••• P•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Mar 4, 2023
ADV institutional RAUM
$74.3M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$633M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.11; discretionary RAUM $633M. 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
- institutional clients 13 Mar 4, 2023 reported
- pension plan clients 13 Mar 4, 2023 reported
- raum discretionary $633M Mar 4, 2023 reported
- raum institutional $74.3M Mar 4, 2023 reported
- raum total $702M Mar 4, 2023 reported
What changed
No dated events.