DFX Intelligence
This firm's name and 5 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 Ohio
unclassified· OH
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
- Tma-Ila Pension Plan Investment adviser (plan)through Sep 30, 2023 Form 5500
- Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund Pension consultantthrough Dec 31, 2022 Form 5500
- Service Employees International Union Local 1 Cleveland Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
8 rows, $222,719 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Service Employees International Union Local 1 Cleveland Pension Plan | 2024 | 27 28 51 | $50,574 | |
| Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund | 2024 | 17 | NONE | $15,000 |
| Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund | 2023 | 17 | NONE | $30,000 |
+5 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