DFX Intelligence
Allocator Intelligence
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unclassified
D•••••• B•••••• P•••••• P•••••••
unclassifiedMN
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
- R••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C•••••• Actuarythrough Feb 28, 2025
Schedule C rows
1 rows, $9,693 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C•••••• | 2024 | 11 99 | ACTUARY | $9,693 |
What changed
No dated events.