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 Illinois
unclassified· IL
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan Investment adviser (plan)through Aug 31, 2024 Form 5500
- Plumbers & Steamfitters Local No. 452 Pension Trust Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
5 rows, $345,218 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| United Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan | 2024 | 27 | NONE | $136,285 |
| Plumbers & Steamfitters Local No. 452 Pension Trust Fund | 2024 | 27 | NONE | $58,662 |
| Plumbers & Steamfitters Local No. 452 Pension Trust Fund | 2023 | 27 | INVESTMENT CONSULTING | $56,500 |
+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
- Dec 31, 2023Consultant changedinferenceUnited Steelworkers of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Planwith this firmaskebsa.dol.gov