DFX Intelligence
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Institutional manager
B••• R••• C••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
69
filed Jul 19, 2023
ADV institutional RAUM
$16.3M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$193M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.09; discretionary RAUM $193M. 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 69 Jul 19, 2023 reported
- pension plan clients 69 Jul 19, 2023 reported
- raum discretionary $193M Jul 19, 2023 reported
- raum institutional $16.3M Jul 19, 2023 reported
- raum total $193M Jul 19, 2023 reported
What changed
No dated events.