DFX Intelligence
This firm's name and 4 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
3
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
3 allocators
- DOW Employees' Pension Plan (personal Pension Account) General consultantthrough Dec 31, 2024 Form 5500
- DOW Employees' Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- Union Carbide Employees' Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $2.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| DOW Employees' Pension Plan | 2024 | 16 49 50 70 | NONE KNOWN | $758,452 |
| Union Carbide Employees' Pension Plan | 2024 | 16 49 50 70 | NONE KNOWN | $152,906 |
| DOW Employees' Pension Plan (personal Pension Account) | 2024 | 16 49 50 70 | NONE KNOWN | $26,570 |
+4 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.