DFX Intelligence

Allocator Intelligence

SEI Investments Company

unclassified
unclassified

1 more advisory client, 33 more other clients and 116 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
4
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

4 allocators

+1 more advisory client

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

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

Other roles

36 allocators

+33 more 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

119 rows, $37.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan of Sasol (USA) Coporation202425NONE$1.6M
Minnesota Cement Masons Pension Fund202421 24 28 51 52NONE$1.4M
Alabama Farmers Federation and Affiliated Companies Retirement Plan202428 51INVESTMENT MGT$1.3M

+116 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