DFX Intelligence
This firm's name, 5 more other clients and 15 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
8 allocators
- CNG Pension Plan Custodianthrough Dec 31, 2022
- CMP Pension Plan Custodianthrough Dec 31, 2022
- The United Illuminating Company Pension Plan Custodianthrough Dec 31, 2022
+5 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
18 rows, $718,091 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Nyseg and Rge Pension Plan | 2024 | 19 | NONE | $85,727 |
| The United Illuminating Company Pension Plan | 2024 | 19 | NONE | $57,982 |
| CMP Pension Plan | 2024 | 19 | NONE | $31,360 |
+15 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.