DFX Intelligence
This firm's name and 3 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
2 allocators
- Custodianthrough Dec 31, 2022
- Employer-Industrial Sheet Metal Workers Local 16 Pension Trust Custodianthrough Dec 31, 2022
Schedule C rows
6 rows, $89,324 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Employer-Industrial Sheet Metal Workers Local 16 Pension Trust | 2024 | 19 50 | NONE | $22,026 |
| 2024 | 18 50 | NONE | $5,423 | |
| Employer-Industrial Sheet Metal Workers Local 16 Pension Trust | 2023 | 19 | INVESTMENT CUSTODIAN | $21,475 |
+3 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.