DFX Intelligence
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Institutional manager
1••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
18
filed Aug 25, 2022
ADV institutional RAUM
$34.0M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$921M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $921M. 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 15 Aug 25, 2022 reported
- institutional clients 18 Aug 25, 2022 reported
- pension plan clients 3 Aug 25, 2022 reported
- raum discretionary $921M Aug 25, 2022 reported
- raum institutional $34.0M Aug 25, 2022 reported
- raum total $1.2B Aug 25, 2022 reported
What changed
No dated events.