DFX Intelligence

Allocator Intelligence

Investment consultant in Missouri

unclassified· MO
unclassified
Suggest a correction

This firm's name, 20 more advisory clients, 1 more other client, 390 more Schedule C rows and 31 more dated events

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
23
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

23 allocators

+20 more advisory clients

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

Other roles

4 allocators

+1 more client

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

Schedule C rows

393 rows, $217M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Premera Pension Equity Plan202528 51INVESTMENT MANAGER$554,453
Relx Inc. US Retirement Plan202528 50 51NONE$505,478
Bass Retirement Plan202528 51NONE$36,043

+390 more Schedule C rows

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

What changed

+31 more dated events

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