DFX Intelligence
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unclassified
M••••••
unclassifiedMO
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
- U•••••• o• S•• L••••• I••• C••• B•••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U•••••• o• S•• L••••• I••• C••• B•••••• P•••••• P••• | 2023 | 27 99 | INVESTMENT ADVISORY | |
| U•••••• o• S•• L••••• I••• C••• B•••••• P•••••• P••• | 2022 | 27 99 | INVESTMENT ADVISORY |
What changed
- M•••••• no longer appears on U•••••• o• S•• L••••• I••• C••• B•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M••••••askebsa.dol.gov