DFX Intelligence
Savasta and Company
unclassified
unclassified
15 more other clients and 73 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
18 allocators
- Pension Plan of Local 464a Actuarythrough Dec 31, 2025
- Local 464a Finast Full Time Employees Pension Plan Actuarythrough Dec 31, 2025
- NEW York-New Jersey Amalgamated Pension Plan for Acme Employees Actuarythrough Dec 31, 2025
+15 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
76 rows, $7.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| NEW York-New Jersey Amalgamated Pension Plan for Acme Employees | 2025 | 11 | NONE | $17,069 |
| Pension Plan of Local 464a | 2025 | 11 | $15,006 | |
| Local 464a Finast Full Time Employees Pension Plan | 2025 | 11 | $7,425 |
+73 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.