DFX Intelligence
This firm's name
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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Institutional manager in Pennsylvania
Institutional manager· PA
No date on record · this record
Institutional managerprobable
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
26
filed Mar 14, 2024
ADV institutional RAUM
$86.3M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.08; discretionary RAUM $1.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Mount Joy Wire Corporation Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $41,888 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Mount Joy Wire Corporation Pension Plan | 2023 | 27 50 | NONE | $17,203 |
| Mount Joy Wire Corporation Pension Plan | 2022 | 27 50 | NONE | $24,685 |
Form ADV readings
- charity clients 10 Mar 14, 2024 reported
- government clients 16 Mar 14, 2024 reported
- institutional clients 26 Mar 14, 2024 reported
- raum discretionary $1.1B Mar 14, 2024 reported
- raum institutional $86.3M Mar 14, 2024 reported
- raum total $1.1B Mar 14, 2024 reported
What changed
No dated events.