DFX Intelligence

Allocator Intelligence

Advanced Capital Group I

unclassified
unclassified

2 more advisory clients and 20 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
5
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

5 allocators

+2 more advisory 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

23 rows, $901,690 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Minnesota Twins Pension Plan202428NONE$67,845
Fish & Richardson Principals' Cash Balance Plan202427 28NONE$55,633
Frost Brown Todd LLP Cash Balance Pension Plan202428 51NONE$43,814

+20 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