DFX Intelligence
This firm's name and 5 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 Connecticut
unclassified· CT
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
- Stanley Black & Decker Pension Plan General consultantthrough Dec 31, 2024 Form 5500
- Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc. General consultantthrough Dec 31, 2024 Form 5500
- CSL Behring L.L.C. Union Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
8 rows, $662,585 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Stanley Black & Decker Pension Plan | 2024 | 16 | NONE | $185,000 |
| Pension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc. | 2024 | 16 | NONE | $22,895 |
| CSL Behring L.L.C. Union Pension Plan | 2023 | 27 | NONE | $152,100 |
+5 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