DFX Intelligence
This firm's name and 6 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
1
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
1 allocator
- Tile Layers Union Local No. 52 NY Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Plumbers & Steamfitters Pension Fund Local Union 373 Custodianthrough Dec 31, 2022
Schedule C rows
9 rows, $270,107 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Plumbers & Steamfitters Pension Fund Local Union 373 | 2024 | 19 51 | NONE | $74,017 |
| Tile Layers Union Local No. 52 NY Pension Fund | 2024 | 27 | NONE | $15,000 |
| Pension Plan of Steamfitters Pension Fund 475 | 2024 | 28 51 | INVESTMENT MANAGEMENT |
+6 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.