DFX Intelligence
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Institutional manager
H•••••••• A•••••• G••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
66
filed Sep 29, 2021
ADV institutional RAUM
$50.9M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $2.7B. 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 20 Sep 29, 2021 reported
- institutional clients 66 Sep 29, 2021 reported
- pension plan clients 46 Sep 29, 2021 reported
- raum discretionary $2.7B Sep 29, 2021 reported
- raum institutional $50.9M Sep 29, 2021 reported
- raum total $2.7B Sep 29, 2021 reported
What changed
No dated events.