DFX Intelligence

Allocator Intelligence

M&t Bank

Not an allocator
Not an allocator

39 more other clients and 109 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
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

Other roles

42 allocators

+39 more 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

112 rows, $4.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Roofing Industry Pension Fund202519 28 62NONE$167,022
Westchester Teamsters Local 456 Pension Fund202519 51INVESTMENT CUSTODIAN$75,976
Pension Fund of Heat and Frost Insulators Local 12202519 51 52 62INVESTMENT CUSTODIAN$62,476

+109 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