DFX Intelligence
Allocator Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
unclassified
R•••••••• L•••
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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- S••••• A••••• G•••• • P•••••••• P•••••• P••• General consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
1 rows, $72,243 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S••••• A••••• G•••• • P•••••••• P•••••• P••• | 2024 | 16 50 | NONE | $72,243 |
What changed
- R•••••••• L••• appears on S••••• A••••• G•••• • P•••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with R•••••••• L•••askebsa.dol.gov