DFX Intelligence
This firm's name and 4 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
3
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
3 allocators
- Local 807 Labor Management Pension Fund General consultantthrough Aug 31, 2023 Form 5500
- Local 553 Pension Fund General consultantthrough Dec 31, 2022 Form 5500
- Transportation Communications Union Pension Fund General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $142,907 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 807 Labor Management Pension Fund | 2025 | 16 50 | NONE | $26,786 |
| Local 807 Labor Management Pension Fund | 2024 | 16 50 | NONE | $22,735 |
| Transportation Communications Union Pension Fund | 2023 | 16 | NONE | $25,052 |
+4 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov