DFX Intelligence
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Institutional manager
E•••• H•••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
29
filed Feb 5, 2021
ADV institutional RAUM
$187M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.5B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.12; discretionary RAUM $1.5B. 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 10 Feb 5, 2021 reported
- institutional clients 29 Feb 5, 2021 reported
- pension plan clients 19 Feb 5, 2021 reported
- raum discretionary $1.5B Feb 5, 2021 reported
- raum institutional $187M Feb 5, 2021 reported
- raum total $1.6B Feb 5, 2021 reported
What changed
No dated events.