DFX Intelligence
This firm's name and 1 more Schedule C row
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
1 allocator
- Local 400 Food Terminal Employees' Pension Plan Custodianthrough Aug 31, 2023
Schedule C rows
4 rows, $87,006 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 400 Food Terminal Employees' Pension Plan | 2024 | 10 13 19 28 59 62 99 | $25,239 | |
| Iron Workers Local 17 Pension Fund | 2024 | 28 50 | NONE | $10,685 |
| Local 400 Food Terminal Employees' Pension Plan | 2023 | 10 13 19 28 59 62 99 | $24,964 |
+1 more Schedule C row
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