DFX Intelligence
This firm's name, 1 more advisory client and 4 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 Missouri
unclassified· MO
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
4
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
4 allocators
- Ohio Carpenters' Pension Plan Investment adviser (plan)through Apr 30, 2024 Form 5500
- Roofers Local No 20 Pension Plan Investment adviser (plan)through May 31, 2023 Form 5500
- Tidalhealth Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more advisory 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
7 rows, $2.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Roofers Local No 20 Pension Plan | 2024 | 27 50 72 | INVESTMENT ADVISOR | $100,226 |
| Ohio Carpenters' Pension Plan | 2023 | 27 28 50 51 | NONE | $1.7M |
| Tidalhealth Pension Plan | 2023 | 27 50 | INVESTMENT ADVISORY | $155,180 |
+4 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.