DFX Intelligence

Allocator Intelligence

Alterity Group LLC

unclassified
unclassified

2 more advisory clients, 6 more Schedule C rows and 2 more dated events

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
5
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

5 allocators

+2 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

9 rows, $339,631 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Wells Fargo & Company Cash Balance Plan202427 50NONE$82,500
Jpmorgan Chase Retirement Plan202416 50NONE$45,000
IBM Personal Pension Plan202417PARTY-IN-INTEREST$12,550

+6 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

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.