DFX Intelligence
This firm's name
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
- Waterfront Warehouses Local No. 1429 Pension Fund General consultantthrough Dec 31, 2024 Form 5500
- Teamsters Local 639 - Employers Pension Trust Fund General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $21,827 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Waterfront Warehouses Local No. 1429 Pension Fund | 2024 | 16 50 | NONE | $6,650 |
| Teamsters Local 639 - Employers Pension Trust Fund | 2023 | 16 | NONE | $15,177 |
What changed
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov