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•••••• I••••••••• T••••
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
- D•••••• N••••••• I••••••••• U••• P•••••• P••• Directed trusteeTrusteethrough Dec 31, 2024
Schedule C rows
5 rows, $2.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| D•••••• N••••••• I••••••••• U••• P•••••• P••• | 2024 | 25 28 50 | NONE | $533,130 |
| D•••••• N••••••• I••••••••• U••• P•••••• P••• | 2023 | 21 28 50 | NONE | $548,587 |
| J•••••••• D•••••• B•••••• P••• | 2023 | 28 | NONE | $110,957 |
| D•••••• N••••••• I••••••••• U••• P•••••• P••• | 2022 | 21 28 50 | NONE | $812,036 |
| J•••••••• D•••••• B•••••• P••• | 2022 | 28 | NONE | $381,328 |
What changed
No dated events.