DFX Intelligence
This firm's name and 1 more Schedule C row
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 District of Columbia
unclassified· DC
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
- Laborers' Local No. 17 Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Ironworkers Local Union No. 167 Pension Plan Custodianthrough Dec 31, 2024
Schedule C rows
4 rows, $113,108 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Laborers' Local No. 17 Pension Fund | 2024 | 27 | NONE | $36,864 |
| Ironworkers Local Union No. 167 Pension Plan | 2024 | 19 28 | NONE | $21,142 |
| Laborers' Local No. 17 Pension Fund | 2023 | 27 | NONE | $28,878 |
+1 more Schedule C row
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