DFX Intelligence

Allocator Intelligence

JP Morgan Chase Bank

unclassified
unclassified

3 more other clients and 18 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

1 allocator

Other roles

6 allocators

+3 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

21 rows, $6.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Carle Health Central Illinois Pension Plan202511 13 50ACTUARIAL/CONTRACT$273,107
Bekaert Corporation Retirement Income Plan202428 50NONE$431,356
Factory Mutual Insurance Company Pension Plan202418 49 62 99NONE$412,192

+18 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed