DFX Intelligence
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Institutional manager
T•• W••••• M•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
22
filed Jun 11, 2024
ADV institutional RAUM
$32.5M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$776M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.04; discretionary RAUM $776M. 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 22 Jun 11, 2024 reported
- pension plan clients 22 Jun 11, 2024 reported
- raum discretionary $776M Jun 11, 2024 reported
- raum institutional $32.5M Jun 11, 2024 reported
- raum total $781M Jun 11, 2024 reported
What changed
No dated events.