DFX Intelligence
This firm's name and 24 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
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
- The Citigroup Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
27 rows, $4.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Citigroup Pension Plan | 2024 | 27 51 52 | NONE | $244,298 |
| U.A. Local 13 Pension Fund | 2024 | 28 50 | NONE | $235,300 |
| Snap-On Incorporated Retirement Plan | 2024 | 28 51 | NONE | $195,347 |
+24 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceI.B.E.W. Local Union No 357 Pension Trust Fund, Plan awith this firmaskebsa.dol.gov