DFX Intelligence
This firm's name, 6 more other clients and 19 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 Minnesota
unclassified· MN
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
- Mayer Brown LLP U.S.A. Cash Balance Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
9 allocators
- Ibew Local 325 Pension Fund Custodianthrough Aug 31, 2023
- Iron Workers L. No.12 Pension Fund Custodianthrough Jun 30, 2023
- Greenville Plumbers & Pipefitters Pension Fund Custodianthrough Jun 30, 2023
+6 more clients
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
22 rows, $542,789 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ibew Local 325 Pension Fund | 2024 | 18 51 | NONE | $116,641 |
| Hrsa-Ila Pension Plan | 2024 | 10 51 | NONE | $17,991 |
| Iron Workers L. No.12 Pension Fund | 2024 | 19 | THIRD PARTY | $15,291 |
+19 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
- with this firmaskebsa.dol.gov