DFX Intelligence

Allocator Intelligence

Principal Custody Solutions

Not an allocator
Not an allocator

93 more other clients and 234 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
3
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

3 allocators

Other roles

96 allocators

+93 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

237 rows, $20.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Plan of Local 464a202527NONE$1.5M
NEW York-New Jersey Amalgamated Pension Plan for Acme Employees202527NONE$224,310
Oshkosh Corporation Hourly Employees' Retirement Plan202521 49 50NONE$66,295

+234 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed