DFX Intelligence
Allocator Intelligence
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Not an allocator
C••••• • W•••••• L••
Not an allocator
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
- N•••••••• L•••• 5•• P•••••• P••• Directed trusteethrough Dec 31, 2025
Schedule C rows
4 rows, $183,230 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| N•••••••• L•••• 5•• P•••••• P••• | 2025 | 25 50 | LEGAL | $68,405 |
| N•••••••• L•••• 5•• P•••••• P••• | 2024 | 25 50 | LEGAL | $25,372 |
| N•••••••• L•••• 5•• P•••••• P••• | 2023 | 25 50 | LEGAL | $40,850 |
| N•••••••• L•••• 5•• P•••••• P••• | 2022 | 25 50 | LEGAL | $48,603 |
What changed
No dated events.