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 in Pennsylvania
unclassified· PA
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
2 allocators
- NUS Corporation Employees' Pension Plan Actuarythrough Dec 31, 2024
- Tredegar Corporation Retirement Income Plan Actuarythrough Dec 31, 2022
Schedule C rows
3 rows, $3.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| NUS Corporation Employees' Pension Plan | 2024 | 11 13 | CONTRACT ADMIN | $39,012 |
| Tredegar Corporation Retirement Income Plan | 2023 | 11 16 65 | NONE | $1.4M |
| Tredegar Corporation Retirement Income Plan | 2022 | 11 16 65 | NONE | $1.6M |
What changed
No dated events.