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
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
- Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
3 rows, $2.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | 2024 | 27 28 | NONE | $2.1M |
| County Concrete Corporation Union Pension Plan for Hourly Employees | 2023 | 28 50 | NONE | $15,277 |
| Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees | 2022 | 52 | INVESTMENT PROVIDER |
What changed
- Dec 31, 2024Manager relationship endedinferenceCounty Concrete Corporation Union Pension Plan for Hourly Employeeswith this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedCounty Concrete Corporation Union Pension Plan for Hourly Employeeswith this firmaskebsa.dol.gov