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
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
- Seiu Local 1 & Participating Employers Pension Trust General consultantthrough Sep 30, 2024 Form 5500
- Laborers Pension Trust Fund for Northern California Investment adviser (plan)through May 31, 2023 Form 5500
Schedule C rows
4 rows, $399,743 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Laborers Pension Trust Fund for Northern California | 2024 | 27 50 | NONE | $113,403 |
| Laborers Pension Trust Fund for Northern California | 2023 | 27 50 | NONE | $121,447 |
| Seiu Local 1 & Participating Employers Pension Trust | 2023 | 16 | NONE | $7,000 |
+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
- with this firmaskebsa.dol.gov