DFX Intelligence
This firm's name and 51 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 Jersey
unclassified· NJ
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
- Roofers Local No. 241 Pension Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
- Graphic Communications Union Local 2-C Retirement Benefit Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Cement Masons Local No. 886/404 Pension Plan Custodianthrough Jun 30, 2023
Schedule C rows
54 rows, $9.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Liuna Staff and Affiliates Pension Fund | 2025 | 28 51 68 | NONE | $425,706 |
| Liuna National (industrial) Pension Fund | 2025 | 28 51 68 | NONE | $408,196 |
| Laborers National Pension Fund | 2024 | 28 51 | NONE | $529,473 |
+51 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
- Dec 31, 2023Manager relationship endedinferenceNEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fundwith this firmaskebsa.dol.gov