DFX Intelligence
This firm's name and 2 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
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
- Univest Financial Corporation Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
5 rows, $287,975 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Atlanta Plumbers & Steamfitters Pension Fund | 2024 | 28 51 | NONE | $78,118 |
| Univest Financial Corporation Retirement Plan | 2024 | 27 | NONE | $20,059 |
| Univest Financial Corporation Retirement Plan | 2023 | 27 | NONE | $5,366 |
+2 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
- Clear Bridge International appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- Clear Bridge International no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with this firmaskebsa.dol.gov
- Legg Mason Private Portfolio Group no longer appears on Tidalhealth Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with this firmaskebsa.dol.gov