DFX Intelligence
Allocator Intelligence
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unclassified
F•••••••• R••••••• T•••••••••
unclassifiedMA
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
2 allocators
- J••••••• C•••• R••••••••• P••• General consultantthrough Dec 31, 2022 Form 5500
- A••••• U••• R••••••••• I••••• P••• General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $316,489 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| J••••••• C•••• R••••••••• P••• | 2024 | 16 50 | NONE | $50,114 |
| A••••• U••• R••••••••• I••••• P••• | 2024 | 16 29 | NONE | $17,000 |
| J••••••• C•••• R••••••••• P••• | 2023 | 16 50 | NONE | $50,925 |
| A••••• U••• R••••••••• I••••• P••• | 2023 | 16 29 | NONE | $23,000 |
| J••••••• C•••• R••••••••• P••• | 2022 | 16 50 | NONE | $142,450 |
| A••••• U••• R••••••••• I••••• P••• | 2022 | 16 29 | NONE | $33,000 |
What changed
No dated events.