DFX Intelligence
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Institutional manager
K•••• C•••••• • A••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
11
filed Sep 8, 2021
ADV institutional RAUM
$15.0M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$609M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $609M. 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 11 Sep 8, 2021 reported
- pension plan clients 11 Sep 8, 2021 reported
- raum discretionary $609M Sep 8, 2021 reported
- raum institutional $15.0M Sep 8, 2021 reported
- raum total $609M Sep 8, 2021 reported
What changed
No dated events.