DFX Intelligence
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unclassified
W•••••• M•••••
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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocators
- A••• E••••••••• P•••••• P••• Actuarythrough Dec 31, 2022
Schedule C rows
3 rows, $303,398 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| A••• E••••••••• P•••••• P••• | 2024 | 11 17 | NONE | $103,801 |
| A••• E••••••••• P•••••• P••• | 2023 | 11 17 | NONE | $101,363 |
| A••• E••••••••• P•••••• P••• | 2022 | 11 17 | NONE | $98,234 |
What changed
No dated events.