DFX Intelligence

Allocator Intelligence

Keybank National Association

unclassified
unclassified

16 more other clients and 49 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
0
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

No advisory client relationship on the tape.

Other roles

19 allocators

+16 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

52 rows, $1.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Magnequench International, Inc. Hourly Pension Plan202510 13 19 21 28 62NONE$28,653
Rochester General Health System Employee Retirement Plan202419ADMIN/CUSTODIAL FEE$107,985
Employees' Retirement Plan of Columbia Memorial Hospital202410 13 19 21 28 62NONE$72,210

+49 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