DFX Intelligence

Allocator Intelligence

Investment consultant

unclassified
unclassified

This firm's name, 7 more other clients, 61 more Schedule C rows and 11 more dated events

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

7 days of DFX Intelligence free, then $199/month unless canceled.

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

10 allocators

+7 more clients

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

7 days of DFX Intelligence free, then $199/month unless canceled.

Schedule C rows

64 rows, $9.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Operating Eng Cons Ind Misc. Pension Fund202528 51NONE$229,238
Westchester Teamsters Local 456 Pension Fund202521 28 51INVESTMENT MANAGER$140,153
Linde U.S. Pension Plan202428 51NONE$1.1M

+61 more Schedule C rows

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

7 days of DFX Intelligence free, then $199/month unless canceled.

What changed

+11 more dated events

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

7 days of DFX Intelligence free, then $199/month unless canceled.