DFX Intelligence
Allocator Intelligence
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Institutional manager
W•••••••• A•••• M••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
10
filed Jan 14, 2019
ADV institutional RAUM
$25.3M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$408M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.06; discretionary RAUM $408M. 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
- government clients 10 Jan 14, 2019 reported
- institutional clients 10 Jan 14, 2019 reported
- raum discretionary $408M Jan 14, 2019 reported
- raum institutional $25.3M Jan 14, 2019 reported
- raum total $408M Jan 14, 2019 reported
What changed
No dated events.