DFX Intelligence
Allocator Intelligence
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Institutional manager
T••••••••• W••••• P•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
14
filed Mar 24, 2021
ADV institutional RAUM
$36.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$370M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.09; discretionary RAUM $370M. 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 24, 2021 reported
- pension plan clients 14 Mar 24, 2021 reported
- raum discretionary $370M Mar 24, 2021 reported
- raum institutional $36.2M Mar 24, 2021 reported
- raum total $422M Mar 24, 2021 reported
What changed
No dated events.