DFX Intelligence
Allocator Intelligence
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unclassified
G•••• S•••••••
unclassifiedIL
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
- M••• P•••••• T••••••••• B•••••• P••• General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $11,885 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| M••• P•••••• T••••••••• B•••••• P••• | 2024 | 16 50 70 | $6,835 | |
| M••• P•••••• T••••••••• B•••••• P••• | 2022 | 16 50 70 | $5,050 |
What changed
- G•••• S••••••• appears on M••• P•••••• T••••••••• B•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with G•••• S•••••••askebsa.dol.gov
- G•••• S••••••• no longer appears on M••• P•••••• T••••••••• B•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with G•••• S•••••••askebsa.dol.gov