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
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
- Sleepy Hollow Country Club Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- American Petroleum Institute Retirement Income Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- United Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
8 rows, $161,039 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sleepy Hollow Country Club Employees' Pension Plan | 2024 | 27 51 | NONE | $27,599 |
| United Pension Plan | 2024 | 27 99 | INVESTMENT ADVISORY | |
| American Petroleum Institute Retirement Income Plan | 2023 | 26 27 | NONE | $27,500 |
+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