DFX Intelligence
Allocator Intelligence
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unclassified
B•••••••• B•••••• T•••••••••
unclassifiedMD
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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- L••••• E•••••••• L•••• 7•• R••••••••• F••• General consultantthrough Aug 31, 2023 Form 5500
Schedule C rows
1 rows, $59,686 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| L••••• E•••••••• L•••• 7•• R••••••••• F••• | 2022 | 16 | NONE | $59,686 |
What changed
- B•••••••• B•••••• T••••••••• no longer appears on L••••• E•••••••• L•••• 7•• R••••••••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)with B•••••••• B•••••• T•••••••••askebsa.dol.gov