DFX Intelligence
This firm's name, 75 more Schedule C rows and 6 more dated events
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 Florida
unclassified· FL
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
- Michiana Area Electrical Workers Pension Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
- Glasgow, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
78 rows, $16.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U.A. Local No. 393 Defined Benefit Pension Plan | 2024 | 28 51 | NONE | $1.3M |
| Iuoe Stationary Engineers Local 39 Pension Plan | 2024 | 28 51 | NONE | $749,044 |
| Local 351 Ibew Pension Plan | 2024 | 51 | NONE | $471,135 |
+75 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
- with this firmaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.