DFX Intelligence

Allocator Intelligence

RAE Group LLC

unclassified· PA
unclassified

6 more other clients and 33 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
1
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

1 allocator

Other roles

9 allocators

+6 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

36 rows, $994,306 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Teamsters Local No. 35 Pension Plan202511 12 13 50NONE$64,885
Cement Masons Union Local 592 Pension Plan202411 50NONE$82,172
Hagerstown Motor Carriers and Teamsters Pension Plan202411 50NONE$75,761

+33 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