DFX Intelligence
George Berla Consulting
unclassified· CA
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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Central California Ibew-Neca Pension Trust Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
3 rows, $131,040 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Central California Ibew-Neca Pension Trust Fund | 2024 | 27 50 | NONE | $45,360 |
| Central California Ibew-Neca Pension Trust Fund | 2023 | 27 50 | NONE | $43,680 |
| Central California Ibew-Neca Pension Trust Fund | 2022 | 27 50 | NONE | $42,000 |
What changed
No dated events.