DFX Intelligence
Allocator Intelligence
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unclassified
E•••••• F•••••••• E••••••
unclassifiedNY
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•••••• • M••••••• P• C••• B•••••• P••• Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $67,808 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| B•••••• • M••••••• P• C••• B•••••• P••• | 2024 | 27 28 50 | INVESTMENT ADVISOR | $33,590 |
| B•••••• • M••••••• P• C••• B•••••• P••• | 2023 | 27 28 50 | INVESTMENT ADVISOR | $34,218 |
What changed
No dated events.