DFX Intelligence
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unclassified
A•••••• C•••••• M••••••••• L•
unclassified
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
- 3• E••••••• R••••••••• I••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
4 rows, $951,417 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| 3• E••••••• R••••••••• I••••• P••• | 2024 | 27 28 50 51 | NONE | $694,156 |
| 3• E••••••• R••••••••• I••••• P••• | 2023 | 27 28 50 51 | NONE | |
| 3• E••••••• R••••••••• I••••• P••• | 2023 | 27 28 | NONE | |
| 3• E••••••• R••••••••• I••••• P••• | 2022 | 27 28 50 51 | NONE | $257,261 |
What changed
No dated events.