DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Institutional manager
C•••••• F•••••••• A••••••••• I••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
23
filed Aug 5, 2021
ADV institutional RAUM
$128M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.9B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $3.9B. 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 13 Aug 5, 2021 reported
- institutional clients 23 Aug 5, 2021 reported
- pension plan clients 10 Aug 5, 2021 reported
- raum discretionary $3.9B Aug 5, 2021 reported
- raum institutional $128M Aug 5, 2021 reported
- raum total $4.1B Aug 5, 2021 reported
What changed
No dated events.