DFX Intelligence

Allocator Intelligence

BHA Consulting

unclassified· GA
unclassified

9 more other clients and 76 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
2
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

2 allocators

Other roles

12 allocators

+9 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

79 rows, $2.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund202416 50NONE$137,408
Iron Workers District Council of Tn Valley & Vicinity Pension Plan202411 17NONE$96,043
Southern Ironworkers Pension Fund202411 50ACTUARIAL$68,373

+76 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