DFX Intelligence

Allocator Intelligence

Wilmington Trust

unclassified
unclassified

42 more other clients and 122 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
2
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

2 allocators

Other roles

45 allocators

+42 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

125 rows, $7.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Local 734 Pension Fund202528 51NONE$19,055
Christiana Care Health Services, Inc. Retirement Plan202421 50NONE$168,509
Unite Here! Workers and Hospitality Employers Vdb Pension Trust202419 28 51 99NONE$138,334

+122 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