DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
unclassified
R••••••• I••••••••• A••• L••
unclassifiedCT
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
- O••• R••••••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $56,172 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| O••• R••••••••• P••• | 2024 | 27 50 | INVESTMENT ADVISOR | $13,090 |
| O••• R••••••••• P••• | 2023 | 27 50 | INVESTMENT ADVISOR | $31,392 |
| O••• R••••••••• P••• | 2022 | 27 50 | INVESTMENT ADVISOR | $11,690 |
What changed
No dated events.