DFX Intelligence
This firm's name, 10 more other clients and 24 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 New York
unclassified· NY
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
13 allocators
- Avox Systems Union Pension Plan Actuarythrough Dec 31, 2022
- Virtus Precision Tube, LLC Pension Plan Actuarythrough Dec 31, 2022
- The Church Home Employees' Pension Plan Actuarythrough Dec 31, 2022
+10 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
27 rows, $782,941 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Brooks Memorial Hospital Union Employees' Pension Plan | 2024 | 19 | NONE | $57,944 |
| Pension Plan for Eaton Corporation Employees | 2024 | 11 50 | $28,359 | |
| Employee Benefits Plan of Cp Rochester | 2024 | 21 | NONE | $20,733 |
+24 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
No dated events.