DFX Intelligence
Allocator Intelligence
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Institutional manager
I••••••••• C••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
21
filed Jun 30, 2020
ADV institutional RAUM
$144M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.0B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.06; discretionary RAUM $2.0B. 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 21 Jun 30, 2020 reported
- institutional clients 21 Jun 30, 2020 reported
- raum discretionary $2.0B Jun 30, 2020 reported
- raum institutional $144M Jun 30, 2020 reported
- raum total $2.5B Jun 30, 2020 reported
What changed
No dated events.