DFX Intelligence
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Investment consultant
A•••• M••••••••• S••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
33
filed Apr 7, 2021
ADV institutional RAUM
$133M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$190M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.70; discretionary RAUM $190M. 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 33 Apr 7, 2021 reported
- pension plan clients 33 Apr 7, 2021 reported
- raum discretionary $190M Apr 7, 2021 reported
- raum institutional $133M Apr 7, 2021 reported
- raum total $190M Apr 7, 2021 reported
What changed
No dated events.