DFX Intelligence
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Institutional manager
T••••••••• W•••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
97
filed Oct 17, 2024
ADV institutional RAUM
$278M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.20; discretionary RAUM $1.3B. 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 13 Oct 17, 2024 reported
- government clients 6 Oct 17, 2024 reported
- institutional clients 97 Oct 17, 2024 reported
- pension plan clients 78 Oct 17, 2024 reported
- raum discretionary $1.3B Oct 17, 2024 reported
- raum institutional $278M Oct 17, 2024 reported
- raum total $1.4B Oct 17, 2024 reported
What changed
No dated events.