DFX Intelligence
US Bank N.A.
unclassified
unclassified
12 more other clients and 25 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
15 allocators
- SAN Diego County Construction Laborers' Pension Trust Fund Trusteethrough Aug 31, 2023
- Inlandboatmen's Union of the Pacific National Pension Plan Custodianthrough Jun 30, 2023
- Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund Trusteethrough Jun 30, 2023
+12 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
28 rows, $4.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Community Hospital of the Monterey Peninsula Retirement Plan | 2024 | 28 50 52 | NONE | $1.4M |
| Inlandboatmen's Union of the Pacific National Pension Plan | 2024 | 19 50 | NONE | $112,578 |
| Teamsters Joint Council No. 16 Pension Fund | 2024 | 19 50 99 | NONE | $18,851 |
+25 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.