DFX Intelligence
Barings Cit
unclassified· MA
unclassified
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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Local 463 Pension Fund General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $95,669 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 463 Pension Fund | 2024 | 16 | INVESTMENT ADVISOR | $33,183 |
| Local 463 Pension Fund | 2023 | 16 | INVESTMENT ADVISOR | $31,437 |
| Local 463 Pension Fund | 2022 | 16 | INVESTMENT ADVISOR | $31,049 |
What changed
No dated events.