DFX Intelligence

Allocator Intelligence

Investment consultant in Massachusetts

unclassified· MA
unclassified
Suggest a correction

This firm's name, 88 more Schedule C rows and 8 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

3 allocators

Schedule C rows

91 rows, $15.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Laborers' District Council Construction Industry Pension Fund202428NONE$560,847
NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund202428 51INVESTMENT MANAGER$528,828
Plumbers' Pension Fund, Local 130, U.A.202428 51NONE$441,689

+88 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed

+8 more dated events

Every name, record and relationship behind this count, with the source on each.