DFX Intelligence
This firm's name and 9 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 New Jersey
unclassified· NJ
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
2 allocators
- S.E.I.U. National Industry Pension Fund Custodianthrough Dec 31, 2022
- Pension Plan for Employees of the Service Employee Int'l Union Custodianthrough Dec 31, 2022
Schedule C rows
12 rows, $4.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S.E.I.U. National Industry Pension Fund | 2024 | 19 28 51 | NONE | $765,693 |
| Seiu Affiliates Officers and Employees Pension Plan | 2024 | 28 51 | NONE | $740,235 |
| Pension Plan for Employees of the Service Employee Int'l Union | 2024 | 19 28 51 | NONE | $167,455 |
+9 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
No dated events.