DFX Intelligence

Allocator Intelligence

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unclassified

M••••• U••

unclassifiedNY
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
Schedule C rows
2 rows, $61,600 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
S••••••• C•••••••• B••• R••••••••• A•••••• P•••202317RETAINED BY EMPLOYER$41,600
S••••••• C•••••••• B••• R••••••••• A•••••• P•••202217RETAINED BY EMPLOYER$20,000
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