DFX Intelligence
This firm's name and 2 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
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
- Cablevision Cash Balance Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Food Marketplace, Inc. Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
5 rows, $350,224 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Cablevision Cash Balance Pension Plan | 2024 | 27 28 51 | INV. ADVISORY | $98,836 |
| Cablevision Cash Balance Pension Plan | 2023 | 27 28 51 | INV. ADVISORY | $95,532 |
| Food Marketplace, Inc. Pension Plan | 2023 | 11 50 | ACTUARY | $25,000 |
+2 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.