DFX Intelligence
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unclassified
W•••• M••••• A•••••••
unclassifiedNH
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
- B••••••• S•• N••••••• B••• P•••••• P••• Investment adviser (plan)through Sep 30, 2023 Form 5500
Schedule C rows
3 rows, $75,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| B••••••• S•• N••••••• B••• P•••••• P••• | 2024 | 27 50 | NONE | $25,000 |
| B••••••• S•• N••••••• B••• P•••••• P••• | 2023 | 27 50 | NONE | $25,000 |
| B••••••• S•• N••••••• B••• P•••••• P••• | 2022 | 27 50 | NONE | $25,000 |
What changed
No dated events.