DFX Intelligence
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unclassified
P•••••• A•••••••• L•••
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
- C••••••• F•••••••• L••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $350,646 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C••••••• F•••••••• L••• P•••••• P••• | 2024 | 27 28 | NONE | $115,429 |
| C••••••• F•••••••• L••• P•••••• P••• | 2023 | 27 28 | NONE | $111,365 |
| C••••••• F•••••••• L••• P•••••• P••• | 2022 | 27 28 | NONE | $123,852 |
What changed
No dated events.