DFX Intelligence

Allocator Intelligence

SLC Management

unclassified· MA
unclassified

3 more advisory clients and 18 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
6
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

6 allocators

+3 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.

Other roles

1 allocator

Schedule C rows

21 rows, $1.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Toledo Newspaper Unions Blade Pension Plan202521INVESTMENT ADVISOR$35,357
Pension Plan for Employees of St. Lukes Hospital of Duluth202427 50INV ADVISOR$224,336
The Knoll Pension Plan202427 50NONE$189,022

+18 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