DFX Intelligence
Allocator Intelligence
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Institutional manager
T•• • A••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
44
filed Mar 29, 2019
ADV institutional RAUM
$68.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$401M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.17; discretionary RAUM $401M. 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 44 Mar 29, 2019 reported
- pension plan clients 44 Mar 29, 2019 reported
- raum discretionary $401M Mar 29, 2019 reported
- raum institutional $68.7M Mar 29, 2019 reported
- raum total $413M Mar 29, 2019 reported
What changed
No dated events.