DFX Intelligence
Allocator 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.
Investment consultant
B••••• F•••••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
36
filed Jan 24, 2018
ADV institutional RAUM
$243M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$366M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.66; discretionary RAUM $366M. 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 9 Jan 24, 2018 reported
- institutional clients 36 Jan 24, 2018 reported
- pension plan clients 27 Jan 24, 2018 reported
- raum discretionary $366M Jan 24, 2018 reported
- raum institutional $243M Jan 24, 2018 reported
- raum total $366M Jan 24, 2018 reported
What changed
No dated events.