DFX Intelligence

Allocator Intelligence

Midwest Institutional Trust Company

unclassified
unclassified

33 more other clients, 38 more Schedule C rows and 1 more dated event

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
0
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

No advisory client relationship on the tape.

Other roles

36 allocators

+33 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

41 rows, $3.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.202419 51NONE$491,903
Harley-Davidson Retirement Plan202419NONE$406,089
Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund202419 31 49 51 62NONE$273,075

+38 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

+1 more dated event

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

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