DFX Intelligence

This firm's name, 8 more other clients, 32 more Schedule C rows and 4 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Investment consultant in Maryland

unclassified· MD

unclassified

This firm's name, 8 more other clients, 32 more Schedule C rows and 4 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

BAC Local No. 1 Washington Pension Trust General consultantthrough Dec 31, 2022 Form 5500

11 allocators

+8 more clients

Every name, record and relationship behind this count, with the source on each.

35 rows, $541,441 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Ibew 648 Pension Plan	2024	21	NONE	$41,108
Laborers Pension Fund	2024	19 28	INVESTMENTS	$28,233
Studio Mechanics Local 476 Iatse Retirement Plan	2024	19 50	INVESTMENT HOLDINGS	$27,263

+32 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

+4 more dated events

Every name, record and relationship behind this count, with the source on each.