DFX Intelligence
O'Sullivan & Associates
unclassified
unclassified
28 more other clients and 81 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
31 allocators
- Local 805 Pension & Retirement Fund Actuarythrough Mar 31, 2025
- Local No. 41 Ibew Pension Plan Actuarythrough Apr 30, 2024
- Local 111 Pension Fund Actuarythrough Nov 30, 2023
+28 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
84 rows, $4.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| United Teamster Pension Fund a | 2024 | 11 50 | NONE | $88,800 |
| Teamsters Local 11 Pension Fund | 2024 | 11 50 | NONE | $76,693 |
| Road Carriers Local 707 Pension Fund | 2024 | 11 16 50 | NONE | $73,215 |
+81 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
No dated events.