DFX Intelligence
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unclassified
L•••• C••••••••• D•••
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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocators
- U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• General consultantthrough Jun 30, 2025 Form 5500
Schedule C rows
1 rows, $5,157 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• | 2024 | 16 50 | NONE | $5,157 |
What changed
- ••• Lockedwith L•••• C••••••••• D•••askebsa.dol.gov