DFX Intelligence

Allocator Intelligence

Investment consultant

unclassified
unclassified
Suggest a correction

This firm's name, 106 more other clients, 323 more Schedule C rows and 35 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
3
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

3 allocators

Other roles

109 allocators

+106 more clients

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

Schedule C rows

326 rows, $17.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Electrical Benefit Fund202519 51 52NONE$182,637
Pension Fund of Heat and Frost Insulators Local 12202519 51 52NONE$15,422
Consolidated Retirement Plan202418 19 51 52OWNED BY PARTY-IN-INT$777,123

+323 more Schedule C rows

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

What changed

+35 more dated events

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