DFX Intelligence
This firm's name, 13 more other clients and 42 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
16 allocators
- Saint Augustines University Employees Pension Plan Actuarythrough Jun 30, 2024
- Kewaunee Scientific Corporation Combined Re-Established Retirement Plan Actuarythrough Apr 30, 2024
- Burgess Pigment Company Retirement Plan Actuarythrough Dec 31, 2023
+13 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
45 rows, $1.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Tenacre Foundation Pension Plan | 2024 | 28 | NONE | $368,674 |
| Voorhees College Pension Plan | 2024 | 11 | NONE | $28,128 |
| Lumbee Guaranty Bank Employees' Pension Plan | 2024 | 11 | NONE | $24,218 |
+42 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.