DFX Intelligence
This firm's name and 7 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
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
3 allocators
- Laborers' Local No. 1174 Pension Fund Custodianthrough May 31, 2023
- Suncor Energy US Pension Plan Trusteethrough Dec 31, 2022
- Retirement Plan of Nevamar Company, LLC Trusteethrough Dec 31, 2022
Schedule C rows
10 rows, $258,388 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Laborers' Local No. 1174 Pension Fund | 2024 | 19 27 51 | NONE | $41,253 |
| Retirement Plan of Nevamar Company, LLC | 2024 | 21 | TRUSTEE | $13,052 |
| Miriam Osborn Memorial Home Association Retirement Income Plan | 2023 | 28 | NONE | $33,878 |
+7 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.