DFX Intelligence
This firm's name, 20 more other clients and 63 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.
Not an allocator
Not an allocator
No date on record · this record
Not an allocator
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
23 allocators
- Trusteethrough Dec 31, 2023
- Trusteethrough Oct 31, 2023
- Mendez & Co., Inc. Employees' Retirement Plan Trusteethrough Jun 30, 2023
+20 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
66 rows, $5.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| 2024 | 21 | TRUSTEE | $603,478 | |
| 2024 | 21 50 | NONE | $302,960 | |
| this firm | 2024 | 15 21 | NONE | $125,812 |
+63 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.