DFX Intelligence
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unclassified
T•••• B•••••• A••••••••• I•••
unclassified
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
2 allocators
- B•••••• • M••••••• P• C••• B•••••• P••• Actuarythrough Dec 31, 2023
- M•••••• M••••••••• C•••••• C••• B•••••• P••• Actuarythrough Dec 31, 2022
Schedule C rows
6 rows, $20,750 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| M•••••• M••••••••• C•••••• C••• B•••••• P••• | 2024 | 11 15 50 | NONE | |
| B•••••• • M••••••• P• C••• B•••••• P••• | 2024 | 11 | enrolled actuary | |
| M•••••• M••••••••• C•••••• C••• B•••••• P••• | 2023 | 11 15 50 | NONE | |
| B•••••• • M••••••• P• C••• B•••••• P••• | 2023 | 11 | enrolled actuary | |
| M•••••• M••••••••• C•••••• C••• B•••••• P••• | 2022 | 11 15 50 | NONE | $20,750 |
| M•••••• M••••••••• C•••••• C••• B•••••• P••• | 2022 | 11 | enrolled actuary |
What changed
No dated events.