DFX Intelligence

Allocator Intelligence

Deloitte Consulting LLP

unclassified
unclassified

1 more advisory client, 39 more other clients and 143 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
4
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

4 allocators

+1 more advisory client

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

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

Other roles

42 allocators

+39 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

146 rows, $10.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Employees' Cash Balance Plan of Atlantic Health System, Inc.202411 16 50NONE$1.8M
Spectrum Health Pension Plan202411 50NONE$681,879
Christiana Care Health Services, Inc. Retirement Plan202411 50NONE$261,789

+143 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