DFX Intelligence

Allocator Intelligence

Mcgriff, a Marsh & Mclennan Compnay

unclassified
unclassified

7 more other clients and 13 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
0
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

No advisory client relationship on the tape.

Other roles

10 allocators

+7 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

16 rows, $1.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Allina Health Pension Plan for Collectively Bargained Employees202511 17 50PARTY-IN-INTEREST$112,353
Zoological Society of San Diego Restated Pension Plan for Union Employees202411NONE$327,924
Zoological Society of San Diego Restated Pension Plan for Non-Union Employees202411NONE$256,574

+13 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