DFX Intelligence
This firm's name, 3 more other clients 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 Ohio
unclassified· OH
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- Licking Memorial Hospital Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
6 allocators
- I.B.E.W. Local 540 Pension Fund Custodianthrough Oct 31, 2024
- Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund Custodianthrough Dec 31, 2023
- BAC Local 23 North Shore Chapter Pension Fund Trusteethrough Feb 28, 2023
+3 more 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
12 rows, $600,418 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund | 2024 | 18 21 | BANK SERVICE CHARGES | $5,496 |
| Licking Memorial Hospital Pension Plan | 2023 | 27 50 | NONE | $186,244 |
| Retirement Program Plan for Employees of Eramet Marietta, Inc. | 2023 | 19 21 | TRUSTEE/CUSTODIAN | $9,167 |
+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.