DFX Intelligence
This firm's name and 6 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
3 allocators
- Sheet Metal Workers Local 218(s) Pension Plan Custodianthrough Jul 31, 2023
- Plumbers & Steamfitters Local # 137 Pension Fund Custodianthrough Mar 31, 2023
- Midwestern Teamsters Pension Trust Fund Custodianthrough Dec 31, 2022
Schedule C rows
9 rows, $284,213 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers Local 218(s) Pension Plan | 2024 | 19 49 63 | NONE | $49,449 |
| Plumbers & Steamfitters Local # 137 Pension Fund | 2024 | 19 50 | NONE | $35,056 |
| Midwestern Teamsters Pension Trust Fund | 2024 | 19 51 62 | NONE | $9,504 |
+6 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.