DFX Intelligence
Allocator Intelligence
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unclassified
C••• F••••••••• L••
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
- A•••••• H•••••• F•••••• A•••••••• E••••••••• P•••••• P••• Actuarythrough Sep 30, 2024
Schedule C rows
2 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| A•••••• H•••••• F•••••• A•••••••• E••••••••• P•••••• P••• | 2024 | 11 | enrolled actuary | |
| A•••••• H•••••• F•••••• A•••••••• E••••••••• P•••••• P••• | 2023 | 11 | enrolled actuary |
What changed
No dated events.