DFX Intelligence
Allocator Intelligence
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unclassified
V••••• S•••••• G••••• I••
unclassifiedNY
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
- L••••• E•••••••• L•••• 7•• R••••••••• F••• General consultantthrough Aug 31, 2023 Form 5500
Schedule C rows
2 rows, $65,230 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| L••••• E•••••••• L•••• 7•• R••••••••• F••• | 2023 | 16 | NONE | $32,103 |
| L••••• E•••••••• L•••• 7•• R••••••••• F••• | 2022 | 16 | NONE | $33,127 |
What changed
- V••••• S•••••• G••••• I•• no longer appears on L••••• E•••••••• L•••• 7•• R••••••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)with V••••• S•••••• G••••• I••askebsa.dol.gov