DFX Intelligence
This firm's name
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 Washington
unclassified· WA
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
- I.B.E.W. Pacific Coast Pension Fund Custodianthrough Mar 31, 2024
- Engineers Agc Pension Plan of the Inland Empire Custodianthrough Dec 31, 2022
Schedule C rows
3 rows, $19,915 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I.B.E.W. Pacific Coast Pension Fund | 2024 | 18 50 | NONE | $6,491 |
| I.B.E.W. Pacific Coast Pension Fund | 2023 | 18 50 | NONE | $7,237 |
| Engineers Agc Pension Plan of the Inland Empire | 2022 | 18 | NONE | $6,187 |
What changed
No dated events.