DFX Intelligence

Allocator Intelligence

Investment consultant

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This firm's name, 8 more advisory clients, 472 more other clients, 397 more Schedule C rows and 35 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.

Advisory clients on the tape
11
Schedule C, ACFR
Public-system clients
19
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

11 allocators

+8 more advisory clients

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

Other roles

475 allocators

+472 more clients

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

Schedule C rows

400 rows, $104M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Bass Retirement Plan202521 50NONE$864,730
Genuine Parts Company Pension Plan202521 50 62NONE$603,419
Relx Inc. US Retirement Plan202521 50 62NONE$359,036

+397 more Schedule C rows

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

What changed

+35 more dated events

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