DFX Intelligence
This firm's name, 1 more other client and 11 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
4 allocators
- Hawaii Electricians Pension Plan Custodianthrough Sep 30, 2023
- Hawaii Laborers' Pension Trust Fund Custodianthrough Feb 28, 2023
- Hawaii Sheet Metal Workers Pension Fund Custodianthrough Jan 31, 2023
+1 more 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
14 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hawaii Laborers' Pension Trust Fund | 2024 | 19 50 | NONE | $197,356 |
| Hawaii Sheet Metal Workers Pension Fund | 2024 | 19 51 | NONE | $178,162 |
| Hawaii Electricians Pension Plan | 2024 | 18 19 | NONE | $129,421 |
+11 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, 2023Manager relationship endedinferenceRetirement Plan for Employees of Hawaii Agriculture Research Centerwith this firmaskebsa.dol.gov