DFX Intelligence
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Institutional manager
S•••••••• C••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
16
filed Mar 23, 2022
ADV institutional RAUM
$2.4M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$730M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM $730M. 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 1 Mar 23, 2022 reported
- institutional clients 16 Mar 23, 2022 reported
- pension plan clients 15 Mar 23, 2022 reported
- raum discretionary $730M Mar 23, 2022 reported
- raum institutional $2.4M Mar 23, 2022 reported
- raum total $730M Mar 23, 2022 reported
What changed
No dated events.