DFX Intelligence
This firm's name
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 in New York
unclassified· NY
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Retirement Plan of Carilion Clinic Investment adviser (plan)through Sep 30, 2023 Form 5500
- The Metropolitan Museum of Art Retirement Plan for Covered Union Employees Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
2 rows, $305,194 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan of Carilion Clinic | 2022 | 27 28 | NONE | $250,581 |
| The Metropolitan Museum of Art Retirement Plan for Covered Union Employees | 2022 | 27 28 51 | NONE | $54,613 |
What changed
- Dec 31, 2023Manager relationship endedinferenceThe Metropolitan Museum of Art Retirement Plan for Covered Union Employeeswith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov