DFX Intelligence
This firm's name, 2 more advisory clients and 10 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
5
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
5 allocators
- Local 6559 Pension Fund General consultantthrough Apr 30, 2025 Form 5500
- Division 1181 Atu - NY Employees Pension Fund and Plan General consultantthrough Aug 31, 2023 Form 5500
- I. a. T. S. E. National Pension Fund General consultantthrough Dec 31, 2022 Form 5500
+2 more advisory 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
13 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I. a. T. S. E. National Pension Fund | 2024 | 16 50 | NONE | $283,500 |
| NEW Jersey Health Care Employers- Pension Plan | 2024 | 16 50 | NONE | $50,900 |
| Division 1181 Atu - NY Employees Pension Fund and Plan | 2024 | 16 50 | NONE | $14,400 |
+10 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