DFX Intelligence
Investment consultant in Massachusetts
unclassified· MA
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
- Massachusetts Service Employees' Pension Fund General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
1 row, $9,704 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Massachusetts Service Employees' Pension Fund | 2022 | 16 50 70 | NONE | $9,704 |
What changed
- with this firmaskebsa.dol.gov