DFX Intelligence

Allocator Intelligence

Investment consultant

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This firm's name, 25 more advisory clients and 82 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.

Advisory clients on the tape
28
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

28 allocators

+25 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

1 allocator

Schedule C rows

85 rows, $7.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Midwest Pension Plan202527NONE$60,000
FOX Valley & Vicinity Construction Workers Pension Fund202427 50NONE$217,436
Plumbers & Pipefitters Local 172 Pension Fund202427 50NONE$191,011

+82 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

What changed