DFX Intelligence

Allocator Intelligence

Southern Benefit Administrators

unclassified· TN
unclassified

11 more advisory clients and 33 more Schedule C rows

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
14
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

14 allocators

+11 more advisory clients

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

36 rows, $3.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Tri-State Carpenters and Joiners Pension Trust Fund202414 15 16NONE$381,982
NEW Orleans Electrical Pension Fund202414 16NONE$163,688
Plumbers & Pipefitters Local Union No. 572 Pension Fund202414 16NONE$136,157

+33 more Schedule C rows

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed