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
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
- Nordson Corporation Hourly-Rated Employees Pension Plan Investment adviser (plan)through Oct 31, 2025 Form 5500
- Nordson Corporation Salaried Employees Pension Plan Investment adviser (plan)through Oct 31, 2025 Form 5500
Schedule C rows
2 rows, $33,678 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Nordson Corporation Salaried Employees Pension Plan | 2024 | 27 | $19,642 | |
| Nordson Corporation Hourly-Rated Employees Pension Plan | 2024 | 27 | $14,036 |
What changed
No dated events.