DFX Intelligence
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Investment consultant
T••••• C•••••• M••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
45
filed Mar 15, 2022
ADV institutional RAUM
$395M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.7M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.88; discretionary RAUM $5.7M. 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 45 Mar 15, 2022 reported
- pension plan clients 45 Mar 15, 2022 reported
- raum discretionary $5.7M Mar 15, 2022 reported
- raum institutional $395M Mar 15, 2022 reported
- raum total $449M Mar 15, 2022 reported
What changed
No dated events.