DFX Intelligence

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.

Investment consultant

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

Schedule C, ACFR

Public-system clients

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

1199seiu Home Care Employees Pension Fund General consultantthrough Dec 31, 2022 Form 5500

1 row, $5,912 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
1199seiu Home Care Employees Pension Fund	2022	16	NONE	$5,912