DFX Intelligence
Allocator Intelligence
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unclassified
K•• 7•
unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
4 allocators
- I• B• E• W• L•••• 2• P•••••• F••• Actuarythrough Dec 31, 2025
- N•• E•••••• T•••••••• P•••••• F••• Actuarythrough Sep 30, 2025
- P••••••• L•••• U•••• N•• 2•• P•••••• F••• Actuarythrough Jun 30, 2025
- A••••••••• T•••••• W•••••• L•••• 8•• P•••••• F••• Actuarythrough May 31, 2025
Schedule C rows
4 rows, $337,417 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I• B• E• W• L•••• 2• P•••••• F••• | 2025 | 11 50 | NONE | $94,125 |
| N•• E•••••• T•••••••• P•••••• F••• | 2024 | 11 50 | NONE | $173,200 |
| P••••••• L•••• U•••• N•• 2•• P•••••• F••• | 2024 | 11 50 | NONE | $55,675 |
| A••••••••• T•••••• W•••••• L•••• 8•• P•••••• F••• | 2024 | 11 50 | NONE | $14,417 |
What changed
No dated events.