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
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
1 allocator
- Major League Baseball Players Pension Plan Custodianthrough Mar 31, 2023
Schedule C rows
2 rows, $1.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Major League Baseball Players Pension Plan | 2023 | 10 12 13 15 18 36 38 50 | NONE | $730,077 |
| Major League Baseball Players Pension Plan | 2022 | 10 12 13 15 18 36 38 50 | NONE | $712,023 |
What changed
No dated events.