DFX Intelligence
Allocator Intelligence
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unclassified
C••••••• P••• D•••••• • a• B••• C••
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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocators
- G•• S•••• C••• I••• U•••• P•••••• P••• Actuarythrough Jun 30, 2023
Schedule C rows
1 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| G•• S•••• C••• I••• U•••• P•••••• P••• | 2022 | 11 | enrolled actuary |
What changed
No dated events.