DFX Intelligence
This firm's name, 1 more other client and 5 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 Massachusetts
unclassified· MA
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
4 allocators
- Plumbers Union Local No. 12 Pension Actuarythrough Aug 31, 2023
- Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund Actuarythrough Mar 31, 2023
- Pipefitters Union Local No. 537 Pension Fund Actuarythrough Feb 28, 2023
+1 more client
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
8 rows, $306,960 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Connecticut Health Care Associates Pension Fund | 2024 | 11 | NONE | $37,250 |
| Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund | 2024 | 11 | N/A | $28,150 |
| Connecticut Health Care Associates Pension Fund | 2023 | 11 | NONE | $47,150 |
+5 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
- with this firmaskebsa.dol.gov