DFX Intelligence
This firm's name and 1 more Schedule C row
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
2 allocators
- Genesis Healthcare System Employee's Retirement Plan Trusteethrough Dec 31, 2022
- Licking Memorial Hospital Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
4 rows, $1.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Licking Memorial Hospital Pension Plan | 2023 | 21 50 | NONE | $415,881 |
| Genesis Healthcare System Employee's Retirement Plan | 2023 | 21 28 50 51 | NONE | $64,023 |
| Licking Memorial Hospital Pension Plan | 2022 | 21 50 | NONE | $555,895 |
+1 more Schedule C row
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.