DFX Intelligence
This firm's name and 10 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 Massachusetts
unclassified· MA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute Investment adviser (plan)through Jun 30, 2024 Form 5500
Schedule C rows
13 rows, $1.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute | 2024 | 27 | NONE | $500,666 |
| Boca Raton Regional Hospital Employees Pension Plan | 2024 | 28 51 | NONE | $21,619 |
| Pension Plan for Salaried Employees of Stater Bros. Markets | 2024 | 28 51 | INVESTMENT MANAGER | $12,528 |
+10 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, 2024Manager relationship endedinferenceCommonwealth Health Corporation Restated Retirement Planwith this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePension Plan of the Pacific Northwest Laboratories Battelle Memorial Institutewith this firmaskebsa.dol.gov