DFX Intelligence
This firm's name, 5 more other clients and 17 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
8 allocators
- Resolute Fp US Pension Plan Trusteethrough Dec 31, 2024
- Retirement Plan for Non-Bargaining Employees of Alfred Nickles Bakery, Inc. Trusteethrough Nov 30, 2023
- Landauer, Inc. Retirement Plan Custodianthrough Dec 31, 2022
+5 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
20 rows, $2.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| BMO U.S. Pension Plan | 2024 | 18 21 65 | NONE | $265,258 |
| Pension Plan for Employees of Carl Zeiss, Inc. | 2024 | 19 21 50 | NONE | $257,060 |
| Domtar US Hourly Pension Plan | 2024 | 21 | TRUSTEE | $50,063 |
+17 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