DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Institutional manager
E••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
22
filed Mar 29, 2024
ADV institutional RAUM
$14.1M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$392M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.04; discretionary RAUM $392M. 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 29, 2024 reported
- pension plan clients 22 Mar 29, 2024 reported
- raum discretionary $392M Mar 29, 2024 reported
- raum institutional $14.1M Mar 29, 2024 reported
- raum total $393M Mar 29, 2024 reported
What changed
No dated events.