DFX Intelligence
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Investment consultant
S••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
58
filed Sep 5, 2024
ADV institutional RAUM
$1.5B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.86; discretionary RAUM $1.3B. 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 57 Sep 5, 2024 reported
- institutional clients 58 Sep 5, 2024 reported
- pension plan clients 1 Sep 5, 2024 reported
- raum discretionary $1.3B Sep 5, 2024 reported
- raum institutional $1.5B Sep 5, 2024 reported
- raum total $1.7B Sep 5, 2024 reported
What changed
No dated events.