DFX Intelligence
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Institutional manager
C•••••• B••••• • C••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
10
filed Sep 30, 2024
ADV institutional RAUM
$22.4M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$247M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.09; discretionary RAUM $247M. 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 8 Sep 30, 2024 reported
- institutional clients 10 Sep 30, 2024 reported
- pension plan clients 2 Sep 30, 2024 reported
- raum discretionary $247M Sep 30, 2024 reported
- raum institutional $22.4M Sep 30, 2024 reported
- raum total $247M Sep 30, 2024 reported
What changed
No dated events.