DFX Intelligence

Allocator Intelligence

Lasalle Consulting Partners

unclassified
unclassified

4 more advisory clients and 17 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
7
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

7 allocators

+4 more advisory 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

20 rows, $336,581 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
International Brotherhood of Teamsters Union Local 710 Pension Fund202516NONE$45,004
International Brotherhood of Teamsters Union Local 710 Pension Fund202416NONE$42,075
Local Union 786 Building Material Pension Fund202416NONE$19,382

+17 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