DFX Intelligence
Allocator Intelligence
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unclassified
C••••••• H• C••••••••• L••
unclassifiedNJ
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
- D••• P•••••• P••• General consultantthrough May 31, 2023 Form 5500
Other roles
1 allocators
- P•• C••••••••• P•••••• P••• C••••••• C•••••• E••••••• G••••• Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $416,527 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| D••• P•••••• P••• | 2024 | 16 50 | NONE | $119,064 |
| D••• P•••••• P••• | 2023 | 16 50 | NONE | $79,256 |
| P•• C••••••••• P•••••• P••• C••••••• C•••••• E••••••• G••••• | 2022 | 11 | NONE | $159,553 |
| D••• P•••••• P••• | 2022 | 16 50 | NONE | $58,654 |
What changed
No dated events.