DFX Intelligence
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unclassified
W•••••••• B••• • T••••
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
- O••••• M••••• P••••••• C••••••••• E••••••• R••••••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
3 rows, $106,177 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| O••••• M••••• P••••••• C••••••••• E••••••• R••••••••• P••• | 2024 | 19 27 28 | SERVICE PROVIDER | $26,825 |
| O••••• M••••• P••••••• C••••••••• E••••••• R••••••••• P••• | 2023 | 19 27 28 | SERVICE PROVIDER | $40,742 |
| O••••• M••••• P••••••• C••••••••• E••••••• R••••••••• P••• | 2022 | 19 27 28 | SERVICE PROVIDER | $38,610 |
What changed
No dated events.