DFX Intelligence
This firm's name and 11 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
- Sound Retirement Trust Investment adviser (plan)through Sep 30, 2023 Form 5500
- The Retirement Plan of Rady Childrens Hospital and Health Center General consultantthrough Jun 30, 2023 Form 5500
- Chicago & Vicinity Laborers' District Council Pension Plan Investment adviser (plan)through May 31, 2023 Form 5500
Schedule C rows
14 rows, $3.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sound Retirement Trust | 2024 | 27 50 | NONE | $775,934 |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | 2024 | 28 | NONE | $470,000 |
| The Retirement Plan of Rady Childrens Hospital and Health Center | 2024 | 16 50 | CONSULTING | $15,000 |
+11 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