DFX Intelligence

Allocator Intelligence

Herronpalmer, LLC

unclassified
unclassified

2 more advisory clients, 3 more Schedule C rows and 3 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.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
5
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

5 allocators

+2 more advisory clients

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Other roles

1 allocator

Schedule C rows

6 rows, $180,119 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Waste Isolation Pilot Plant Pension Plan202415 18NONE$70,000
Baker Hughes Company Pension Plan202416CONSULTG$10,837
Dresser, LLC Consolidated Salaried Retirement Plan202416CONSULTG$5,418

+3 more Schedule C rows

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

+3 more dated events

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.