DFX Intelligence

Allocator Intelligence

Crowe LLP

unclassified
unclassified

9 more advisory clients and 29 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
12
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

12 allocators

+9 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

32 rows, $532,094 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Chanel, Inc. Pension Plan202416 50AUDITOR$44,876
General Dynamics Retirement Plan (electric Boat and Mission Systems)202410 16 50FINANCIAL STATEMENT PREP$22,854
Trimas Corporation Union Employees Pension Plan202410 27 50ACCOUNTANT$19,800

+29 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