DFX Intelligence
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unclassified
S•••••••• C•••••• I••••••••• A•••••
unclassifiedIL
Advisory clients on the tape
1
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
1 allocators
- O••• B••••••••• P•••••• P••• Investment adviser (plan)through Apr 30, 2023 Form 5500
Schedule C rows
1 rows, $63,209 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| O••• B••••••••• P•••••• P••• | 2022 | 27 50 | NONE | $63,209 |
What changed
- S•••••••• C•••••• I••••••••• A••••• no longer appears on O••• B••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with S•••••••• C•••••• I••••••••• A•••••askebsa.dol.gov