DFX Intelligence
Allocator Intelligence
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unclassified
A• D•••• M••••• F•• M••• E•
unclassified
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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocators
- I••• L•••• N•• 2•• P•••••• Actuarythrough Dec 31, 2023
Schedule C rows
1 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I••• L•••• N•• 2•• P•••••• | 2023 | 11 | enrolled actuary |
What changed
No dated events.