DFX Intelligence
This firm's name and 4 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 $249/month unless canceled.
Investment consultant
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
- Aftra Retirement Plan Pension consultantthrough Nov 30, 2024 Form 5500
- American Federation of Musicians and Employers' Pension Fund and Subsidiary General consultantthrough Dec 31, 2022 Form 5500
- I. a. T. S. E. National Pension Fund General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $2.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I. a. T. S. E. National Pension Fund | 2024 | 16 50 | NONE | $538,021 |
| American Federation of Musicians and Employers' Pension Fund and Subsidiary | 2024 | 16 49 50 | NONE | $92,387 |
| I. a. T. S. E. National Pension Fund | 2023 | 16 50 | NONE | $1.1M |
+4 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
What changed
- with this firmaskebsa.dol.gov