DFX Intelligence
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unclassified
C•••••• V••• C••••••
unclassified
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
- C•••••• S•••••••• I••• P•••••• P••• Investment adviser (plan)through May 31, 2023 Form 5500
Schedule C rows
3 rows, $165,579 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C•••••• S•••••••• I••• P•••••• P••• | 2024 | 27 50 | NONE | $54,704 |
| C•••••• S•••••••• I••• P•••••• P••• | 2023 | 27 50 | NONE | $59,198 |
| C•••••• S•••••••• I••• P•••••• P••• | 2022 | 27 50 | NONE | $51,677 |
What changed
No dated events.