DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Institutional manager
O•••••••• • L••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
22
filed Mar 19, 2018
ADV institutional RAUM
$180M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$132M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.36; discretionary RAUM $132M. 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 22 Mar 19, 2018 reported
- pension plan clients 22 Mar 19, 2018 reported
- raum discretionary $132M Mar 19, 2018 reported
- raum institutional $180M Mar 19, 2018 reported
- raum total $496M Mar 19, 2018 reported
What changed
No dated events.