DFX Intelligence
Allocator Intelligence
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unclassified
P•••• J• C••••••
unclassifiedLA
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
- B•••• R•••• S•••• M•••• W•••••• P•••••• F••• General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $24,994 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| B•••• R•••• S•••• M•••• W•••••• P•••••• F••• | 2024 | 16 | COMPUTER CONSULTANT | $6,800 |
| B•••• R•••• S•••• M•••• W•••••• P•••••• F••• | 2024 | 16 | COMPUTER CONSULTANT | $3,710 |
| B•••• R•••• S•••• M•••• W•••••• P•••••• F••• | 2023 | 16 | COMPUTER CONSULTANT | $2,475 |
| B•••• R•••• S•••• M•••• W•••••• P•••••• F••• | 2023 | 16 | COMPUTER CONSULTANT | $1,500 |
| B•••• R•••• S•••• M•••• W•••••• P•••••• F••• | 2022 | 16 | COMPUTER CONSULATANT | $5,500 |
| B•••• R•••• S•••• M•••• W•••••• P•••••• F••• | 2022 | 16 | COMPUTER CONSULATANT | $5,009 |
What changed
No dated events.