DFX Intelligence
This firm's name
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Institutional manager in Virginia
Institutional manager· Midlothian, VA
No date on record · this record
Institutional managerprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
45
filed Apr 29, 2024
ADV institutional RAUM
$192M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$344M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.37; discretionary RAUM $344M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Deltrol Corporation Office Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $79,419 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Deltrol Corporation Office Employees' Retirement Plan | 2023 | 27 | NONE | $34,676 |
| Deltrol Corporation Office Employees' Retirement Plan | 2022 | 27 | NONE | $44,743 |
Form ADV readings
- charity clients 4 Apr 29, 2024 reported
- institutional clients 45 Apr 29, 2024 reported
- pension plan clients 41 Apr 29, 2024 reported
- raum discretionary $344M Apr 29, 2024 reported
- raum institutional $192M Apr 29, 2024 reported
- raum total $518M Apr 29, 2024 reported
What changed
No dated events.