DFX Intelligence
CAP Financial Partners LLC
unclassified· TN
unclassified
4 more Schedule C rows
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
3
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
3 allocators
- Arizona Pipe Trades Pension Plan Investment adviser (plan)through May 31, 2024 Form 5500
- Targetbase Inc. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bbdo Detroit Pension and Cash Balance Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $212,500 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Targetbase Inc. Pension Plan | 2024 | 27 28 | NONE | $32,500 |
| Bbdo Detroit Pension and Cash Balance Plan | 2024 | 27 28 | NONE | $32,500 |
| Arizona Pipe Trades Pension Plan | 2023 | 27 | NONE OTHER THAN CONTRACT | $50,000 |
+4 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
- CAP Financial Partners no longer appears on Arizona Pipe Trades Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with CAP Financial Partners LLCaskebsa.dol.gov
- CAP Financial Partners appears on Arizona Pipe Trades Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with CAP Financial Partners LLCaskebsa.dol.gov