DFX Intelligence
Bolton Partners Northeast, Inc.
unclassified
unclassified
13 more other clients and 44 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
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
16 allocators
- Roofers Local Union No. 22 Pension Fund Actuarythrough Apr 30, 2025
- Laborers' Pension Fund of Local Union No. 186 Actuarythrough Dec 31, 2024
- Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan Actuarythrough Aug 31, 2024
+13 more 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
47 rows, $513,994 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 73 Retirement Fund | 2024 | 11 50 | NONE | $53,956 |
| I.B.E.W. Local 241 Pension Plan | 2024 | 11 50 | NONE | $50,000 |
| Ibew Local 325 Pension Fund | 2024 | 11 | NONE | $46,725 |
+44 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
No dated events.