DFX Intelligence
This firm's name, 3 more other clients and 12 more Schedule C rows
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 North Carolina
unclassified· NC
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
- Anywhere Real Estate Group LLC Pension Plan General consultantthrough Dec 31, 2024 Form 5500
Other roles
6 allocators
- Hollingsworth & Vose Company Collectively Bargained Pension Plan Trusteethrough Dec 31, 2023
- Hollingsworth & Vose Company Retirement Plan Trusteethrough Dec 31, 2023
- The Options Clearing Corporation Retirement Plan Trusteethrough Dec 31, 2022
+3 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Schedule C rows
15 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Colorcon, Inc. Employees' Pension Plan | 2024 | 21 50 52 62 | NONE | $156,837 |
| Perstorp Retirement Plan | 2024 | 21 27 | NONE | $133,669 |
| Hollingsworth & Vose Company Retirement Plan | 2024 | 21 72 99 | TRUSTEE | $34,202 |
+12 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