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
unclassified
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
- Brown Health Defined Benefit Retirement Plan General consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Methodist Health System Employee Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
5 rows, $170,603 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Brown Health Defined Benefit Retirement Plan | 2024 | 16 27 | ADVISOR | $9,121 |
| Methodist Health System Employee Retirement Plan | 2023 | 27 51 | NONE | $60,696 |
| Brown Health Defined Benefit Retirement Plan | 2023 | 16 27 | ADVISOR | $19,915 |
+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.