DFX Intelligence
Allocator Intelligence
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unclassified
C•••• • B•••••• P•••
unclassified
Advisory clients on the tape
2
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
2 allocators
- L•••• D•••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- I••••••• S•••• C•••••• R••••••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $27,450 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I••••••• S•••• C•••••• R••••••••• P••• | 2022 | 10 27 50 | ACCOUNTANT | $15,200 |
| L•••• D•••••• P•••••• P••• | 2022 | 10 27 50 | ACCOUNTANT | $12,250 |
What changed
- C•••• • B•••••• P••• no longer appears on L•••• D•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C•••• • B•••••• P•••askebsa.dol.gov
- C•••• • B•••••• P••• no longer appears on I••••••• S•••• C•••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C•••• • B•••••• P•••askebsa.dol.gov