DFX Intelligence
Investment consultant
unclassified
unclassified
This firm's name
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
1
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
1 allocator
- Pipe Trades District Council No 36 Pension Trust Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $251,282 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pipe Trades District Council No 36 Pension Trust | 2024 | 27 50 | NONE | $109,995 |
| Pipe Trades District Council No 36 Pension Trust | 2023 | 27 50 | NONE | $61,287 |
| Pipe Trades District Council No 36 Pension Trust | 2022 | 27 50 | NONE | $80,000 |
What changed
No dated events.