DFX Intelligence
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unclassified
S••••••••• • P••••••••• L••
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
- L•••• 5•• P•••••• F••• Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
1 rows, $76,750 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| L•••• 5•• P•••••• F••• | 2023 | 27 50 | NONE | $76,750 |
What changed
- S••••••••• • P••••••••• L•• no longer appears on L•••• 5•• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with S••••••••• • P••••••••• L••askebsa.dol.gov
- S••••••••• • P••••••••• L•• appears on L•••• 5•• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with S••••••••• • P••••••••• L••askebsa.dol.gov