DFX Intelligence
Investment consultant in New York
unclassified· NY
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
3
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
3 allocators
- Local 805 Pension & Retirement Fund General consultantthrough Mar 31, 2025 Form 5500
- Local 1034 Pension Fund General consultantthrough Dec 31, 2024 Form 5500
- Iue-Cwa Pension Plan General consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
3 rows, $63,953 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 1034 Pension Fund | 2024 | 16 50 | NONE | $38,400 |
| Local 805 Pension & Retirement Fund | 2024 | 16 | NONE | $15,000 |
| Iue-Cwa Pension Plan | 2024 | 16 50 | NONE | $10,553 |
What changed
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov