DFX Intelligence
This firm's name, 8 more other clients and 66 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 Hawaii
unclassified· HI
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
- Hotel Industry-Ilwu Pension Plan Pension consultantGeneral consultantthrough Dec 31, 2024 Form 5500
- Hawaii Truckers-Teamsters Union Pension Plan ActuaryPension consultantthrough Mar 31, 2023 Form 5500
Other roles
11 allocators
- Masons Pension Plan Actuarythrough Feb 29, 2024
- Hawaii Electricians Pension Plan Actuarythrough Sep 30, 2023
- Hawaii Insulators Supplemental Pension Plan Actuarythrough Aug 31, 2023
+8 more clients
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
69 rows, $1.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Masons Pension Plan | 2024 | 11 | NONE | $124,654 |
| Hawaii Laborers' Pension Trust Fund | 2024 | 11 50 | NONE | $94,555 |
| Hotel Industry-Ilwu Pension Plan | 2024 | 17 | NONE | $74,031 |
+66 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.