DFX Intelligence
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Institutional manager
H•••••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
11
filed Apr 2, 2019
ADV institutional RAUM
$5.8M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$105M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.06; discretionary RAUM $105M. 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 11 Apr 2, 2019 reported
- institutional clients 11 Apr 2, 2019 reported
- raum discretionary $105M Apr 2, 2019 reported
- raum institutional $5.8M Apr 2, 2019 reported
- raum total $105M Apr 2, 2019 reported
What changed
No dated events.