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
D•••• H••••• G•••••• W••••• A••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
37
filed Mar 14, 2022
ADV institutional RAUM
$37.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $2.2B. 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 13 Mar 14, 2022 reported
- institutional clients 37 Mar 14, 2022 reported
- pension plan clients 24 Mar 14, 2022 reported
- raum discretionary $2.2B Mar 14, 2022 reported
- raum institutional $37.7M Mar 14, 2022 reported
- raum total $2.2B Mar 14, 2022 reported
What changed
No dated events.