DFX Intelligence
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Institutional manager
I•••••••• F•••••••• G••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
45
filed Mar 9, 2022
ADV institutional RAUM
$61.0M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.05; discretionary RAUM $1.2B. 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 15 Mar 9, 2022 reported
- institutional clients 45 Mar 9, 2022 reported
- pension plan clients 30 Mar 9, 2022 reported
- raum discretionary $1.2B Mar 9, 2022 reported
- raum institutional $61.0M Mar 9, 2022 reported
- raum total $1.3B Mar 9, 2022 reported
What changed
No dated events.