DFX Intelligence
This firm's name, 4 more other clients and 7 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
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
7 allocators
- Cement Masons Southern California Pension Trust Trusteethrough Dec 31, 2024
- Operating Engineers Pension Trust Trusteethrough Jun 30, 2023
- Sheet Metal Workers Pension Plan of Northern California Trusteethrough Dec 31, 2022
+4 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Schedule C rows
10 rows, $293,429 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Cement Masons Southern California Pension Trust | 2024 | 21 50 | NONE | $105,507 |
| United Brotherhood of Carpenters Pension Fund United States Segment | 2024 | 18 | NONE | $9,133 |
| SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan | 2023 | 21 50 | NONE | $22,941 |
+7 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
No dated events.