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.
7 days of DFX Intelligence free, then $199/month unless canceled.
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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Shelter Insurance Employees Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $82,205 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Shelter Insurance Employees Retirement Plan | 2024 | 27 | RETAINED BY EMPLOYER | $25,755 |
| Shelter Insurance Employees Retirement Plan | 2023 | 27 | RETAINED BY EMPLOYER | $56,450 |
What changed
- with this firmaskebsa.dol.gov