DFX Intelligence

Allocator Intelligence

Life Status 360 LLC

unclassified
unclassified

1 more advisory client and 2 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.

Schedule C rows

5 rows, $37,179 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Sheet Metal Workers' National Pension Fund202417NONE$12,848
Teamsters Pension Trust Fund of Philadelphia & Vic202317 50NONE$5,499
United Mine Workers of America 1974 Pension Plan202316 50NONE$5,418

+2 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