DFX Intelligence
This firm's name and 8 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
3
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
3 allocators
- Carnival Corporation Qualified Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Orange Regional Medical Center Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Sisecam US Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
11 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sisecam US Pension Plan | 2024 | 27 | RETAINED BY EMPLOYER | $183,750 |
| Local 309 Wiremans Pension Trust | 2024 | 28 | NONE | $74,236 |
| Plumbers & Steamfitters Pension Fund Local Union 373 | 2024 | 28 51 | NONE | $24,500 |
+8 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
- with this firmaskebsa.dol.gov