DFX Intelligence

Allocator Intelligence

MG Trust Company DBA Matrix Trust

unclassified
unclassified

55 more other clients and 147 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

58 allocators

+55 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

150 rows, $11.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Jackson Lewis P.C. Cash Balance Plan II202515 21 28 50 51 52 64RECORDKEEPER$37,969
The New York Community Trust Retirement Plan202521 50NONE$34,642
The People's Credit Union Defined Benefit Plan and Trust202521 62 63NONE$12,085

+147 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