DFX Intelligence
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unclassified
A•••••••• F•••••••• I•••
unclassifiedCA
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocators
- C•••• I••• C••• B•••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
1 rows, $5,249 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C•••• I••• C••• B•••••• P••• | 2022 | 19 28 | NONE | $5,249 |
What changed
No dated events.