DFX Intelligence
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Institutional manager
P•••••• S••••• F•••••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
14
filed Mar 18, 2024
ADV institutional RAUM
$137M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$163M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.45; discretionary RAUM $163M. 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 14 Mar 18, 2024 reported
- pension plan clients 14 Mar 18, 2024 reported
- raum discretionary $163M Mar 18, 2024 reported
- raum institutional $137M Mar 18, 2024 reported
- raum total $303M Mar 18, 2024 reported
What changed
No dated events.