DFX Intelligence
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unclassified
S••• M••••••••
unclassifiedIL
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
- S•••• L•••• 2•• P•••••• F••• General consultantthrough Jun 30, 2025 Form 5500
Schedule C rows
1 rows, $21,512 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S•••• L•••• 2•• P•••••• F••• | 2024 | 16 | NONE | $21,512 |
What changed
- S••• M•••••••• appears on S•••• L•••• 2•• P•••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)with S••• M••••••••askebsa.dol.gov