DFX Intelligence
This firm's name and 7 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 Ohio
unclassified· OH
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
- Plumbers & Steamfitters Local 248- Pension Trust Plan Investment adviser (plan)through Mar 31, 2024 Form 5500
Other roles
1 allocator
- Sheet Metal Workers Local No. 4 Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
10 rows, $208,174 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| BAC Local Union 15 Pension Fund | 2024 | 28 51 | INVESTMENT MANAGER | $37,579 |
| West Virginia Laborers Pension Trust Fund | 2024 | 51 | INVESTMENT MANAGER | $23,921 |
| Plumbers & Steamfitters Local 248- Pension Trust Plan | 2024 | 28 | NONE | $9,946 |
+7 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.