DFX Intelligence
This firm's name and 19 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
1
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
1 allocator
- NM State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund Investment adviser (plan)through Sep 30, 2023 Form 5500
Schedule C rows
22 rows, $1.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan of Brooklyn Bureau of Community Service | 2025 | 52 | INVESTMENT PROVIDER | |
| Pension Plan for Union Employees of the New York Racing Association, Inc. | 2024 | 28 51 | NONE | $40,603 |
| Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund | 2023 | 28 51 | INVESTMENT MANAGER | $93,522 |
+19 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
- Dec 31, 2024Manager relationship endedinferenceInternational Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delawarewith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSheet Metal Workers Local Union No. 17 Supplemental Pension Planwith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Administrative and Racing Employees of the New York Racing Association, Inc.with this firmaskebsa.dol.gov