DFX Intelligence

Allocator Intelligence

Bloomberg L.P.

unclassified
unclassified

3 more advisory clients, 12 more Schedule C rows and 1 more dated event

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
6
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

6 allocators

+3 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.

Schedule C rows

15 rows, $931,137 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Jpmorgan Chase Retirement Plan202416 50NONE$160,993
United Mine Workers of America 1974 Pension Plan202428 50 51NONE$155,489
Employees' Retirement Plan of Consolidated Electrical Distributors, Inc.202427 50 65NONE$30,111

+12 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

+1 more dated event

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

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