DFX Intelligence
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Institutional manager
F•••••••• S••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
59
filed Mar 9, 2023
ADV institutional RAUM
$200M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$638M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.23; discretionary RAUM $638M. 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 33 Mar 9, 2023 reported
- institutional clients 59 Mar 9, 2023 reported
- pension plan clients 26 Mar 9, 2023 reported
- raum discretionary $638M Mar 9, 2023 reported
- raum institutional $200M Mar 9, 2023 reported
- raum total $852M Mar 9, 2023 reported
What changed
No dated events.