DFX Intelligence
This firm's name and 18 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
- Koroseal Interior Products Retirement Income Plan Investment adviser (plan)through Sep 30, 2023 Form 5500
- Retirement Plan for Employees of the Uniontown Hospital Investment adviser (plan)through Jun 30, 2023 Form 5500
- The Chart Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- NEW Jersey Firemen's Home Employees' Pension Plan Directed trusteethrough Jun 30, 2023
- Tidewater Electrical Industry Pension Fund Custodianthrough Dec 31, 2022
Schedule C rows
21 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hawaii Laborers' Pension Trust Fund | 2024 | 28 51 | NONE | $267,019 |
| Tidewater Electrical Industry Pension Fund | 2024 | 19 28 | NONE | $34,644 |
| The Chart Pension Plan | 2024 | 27 | INVESTMENT ADVISORY | $30,000 |
+18 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
- with this firmaskebsa.dol.gov