DFX Intelligence
Absolute Color Mailplex
unclassified
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- Kirby Pension Plan Trusteethrough Dec 31, 2023
Schedule C rows
2 rows, $12,333 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Kirby Pension Plan | 2024 | 21 50 | NONE | $5,318 |
| Kirby Pension Plan | 2023 | 21 50 | NONE | $7,015 |
What changed
No dated events.