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 in Illinois
unclassified· IL
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division Investment adviser (plan)through Mar 31, 2023 Form 5500
- Liquor and Allied Workers Union Local No. 3 Pension Fund Investment adviser (plan)through Feb 28, 2023 Form 5500
Schedule C rows
6 rows, $192,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division | 2024 | 27 | NONE | $53,760 |
| Liquor and Allied Workers Union Local No. 3 Pension Fund | 2024 | 27 | NONE | $10,240 |
| Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division | 2023 | 27 | NONE | $53,760 |
+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.