DFX Intelligence
This firm's name and 6 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
2
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
2 allocators
- University Hospitals Health System, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Gsc-Ila Local 1303 Pension Plan Investment adviser (plan)through Sep 30, 2023 Form 5500
Schedule C rows
9 rows, $300,910 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ibew Local 716 Pension Plan | 2024 | 28 50 | NONE | $72,004 |
| Gsc-Ila Local 1303 Pension Plan | 2024 | 27 | NONE | $23,724 |
| University Hospitals Health System, Inc. Retirement Plan | 2023 | 27 28 50 | NONE | $79,274 |
+6 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
- Dec 31, 2024Manager relationship endedinferenceUniversity Hospitals Health System, Inc. Retirement Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov