DFX Intelligence
This firm's name and 8 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
2
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
2 allocators
- Paul Hastings LLP Defined Benefit Retirement Plan for Partners Investment adviser (plan)through May 31, 2024 Form 5500
- Hunter Douglas Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
11 rows, $11.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Paul Hastings LLP Defined Benefit Retirement Plan for Partners | 2024 | 27 28 51 52 | NONE | $4.4M |
| Hunter Douglas Employees' Retirement Plan | 2024 | 27 50 | NONE | $554,911 |
| SAN Francisco Symphony Retirement Plan | 2024 | 28 50 | NONE | $431,781 |
+8 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, 2023Manager relationship startedPaul Hastings LLP Defined Benefit Retirement Plan for PartnersPartners Capital Inv Group LLP appears on Paul Hastings LLP Defined Benefit Retirement Plan for Partners's Schedule C as investment manager (plan year 2023 vs 2022)with this firmaskebsa.dol.gov