DFX Intelligence
This firm's name, 1 more advisory client and 7 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
4
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
4 allocators
- Elevator Division Retirement Benefit Plan Investment adviser (plan)through Oct 31, 2023 Form 5500
- Plumbers & Steamfitters Local 21 Pension Fund General consultantthrough Jun 30, 2023 Form 5500
- Pension Plan of Steamfitters Pension Fund 475 Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more advisory client
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
10 rows, $409,856 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Elevator Division Retirement Benefit Plan | 2024 | 27 | INVESTMENT ADVISOR | $45,625 |
| Tile Layers Union Local No. 52 NY Pension Fund | 2024 | 27 | NONE | $35,384 |
| Plumbers & Steamfitters Local 21 Pension Fund | 2023 | 16 51 | SERVICE PROVIDER | $55,170 |
+7 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.