DFX Intelligence
This firm's name and 12 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
unclassified
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
1 allocator
- Carpenters Pension Trust Fund of Kansas City Custodianthrough Mar 31, 2025
Schedule C rows
15 rows, $2.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Wellstar Health System, Inc. Pension Plan | 2024 | 28 51 | NONE | $489,915 |
| Carpenters Pension Trust Fund of Kansas City | 2024 | 19 50 52 59 | INVESTMENT MANAGER | $150,658 |
| Wellstar Health System, Inc. Active Employees Retirement Plan B | 2024 | 28 51 | NONE | $70,035 |
+12 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