DFX Intelligence
Allocator Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
unclassified
S••••• C•••••• M••••••••• I•••
unclassified
Advisory clients on the tape
1
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
1 allocators
- R•• C••• B•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $166,472 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R•• C••• B•••••• P••• | 2023 | 27 | NONE | $85,149 |
| R•• C••• B•••••• P••• | 2022 | 27 | NONE | $81,323 |
What changed
No dated events.