DFX Intelligence

Allocator Intelligence

Fifth Third Bank

unclassified
unclassified

46 more other clients and 141 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

49 allocators

+46 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

144 rows, $5.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Chicago and Midwest Regional Pension Fund202519NONE$16,887
Berry Global, Inc. Defined Benefit Pension Plan202425NONE$213,210
Deaconess Health System, Inc. Retirement Plan202421NONE$162,418

+141 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