DFX Intelligence
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Investment consultant
T•• I•••• A••••••••• L•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
30
filed Apr 24, 2024
ADV institutional RAUM
$9.5M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$12.0M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.79; discretionary RAUM $12.0M. 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
- government clients 30 Apr 24, 2024 reported
- institutional clients 30 Apr 24, 2024 reported
- raum discretionary $12.0M Apr 24, 2024 reported
- raum institutional $9.5M Apr 24, 2024 reported
- raum total $12.0M Apr 24, 2024 reported
What changed
No dated events.