DFX Intelligence
This firm's name, 3 more other clients and 18 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
0
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
No advisory client relationship on the tape.
Other roles
6 allocators
- Plumbers Local No. 8 Pension Plan CustodianTrusteethrough May 31, 2025
- Asbestos Workers L 24 Pen Fd Def Benefit Plan Custodianthrough Jun 30, 2024
- Local Union No. 124 I. B. E. W. Pension Trust Fund Custodianthrough Aug 31, 2023
+3 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Schedule C rows
21 rows, $871,844 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Roofers Local No 20 Pension Plan | 2024 | 19 50 65 | CUSTODIAL AND BANKING | $103,575 |
| Boilermaker-Blacksmith National Pension Trust | 2024 | 19 50 | NONE | $90,498 |
| Local Union No. 124 I. B. E. W. Pension Trust Fund | 2024 | 18 19 50 | NONE | $59,198 |
+18 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
- Commerce Trust Co appears on Mo-Kan Teamsters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov