DFX Intelligence

Allocator Intelligence

State Street

unclassified
unclassified

4 more other clients and 11 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.

7 days of DFX Intelligence free, then $199/month unless canceled.

Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
5
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

Other roles

7 allocators

+4 more clients

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

7 days of DFX Intelligence free, then $199/month unless canceled.

Schedule C rows

14 rows, $498,428 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Norton Rose Fulbright US LLP Pension Plan202428INVESTMENT MGNT$39,309
Meredith Employees Retirement Income Plan202427 50INVESTMENT ADVISORY$13,258
Local Union 786 Building Material Pension Fund202428 51NONE$10,019

+11 more Schedule C rows

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

7 days of DFX Intelligence free, then $199/month unless canceled.

What changed