DFX Intelligence
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unclassified
W••••• T••••• W••••• U• L••
unclassified
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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocators
- T•• B•••••• R••••••••• P••• Actuarythrough Dec 31, 2022
Schedule C rows
2 rows, $675,059 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| T•• B•••••• R••••••••• P••• | 2023 | 11 50 | NONE | $505,659 |
| T•• B•••••• R••••••••• P••• | 2022 | 11 50 | ACTUARY | $169,400 |
What changed
No dated events.