DFX Intelligence
This firm's name, 19 more Schedule C rows and 2 more dated events
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
- Central Vermont Medical Center Employees Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Devro Employees Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- Owens Corning Merged Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
22 rows, $3.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Employees of Mazda North American Operations | 2024 | 28 | NONE | $239,223 |
| Proterial America, Ltd. Employees' Retirement Plan | 2024 | 28 | NONE | $191,274 |
| District No. 9 International Association of Machin Aerospace Workers Pension Plan | 2024 | 51 | INVESTMENT MANAGER | $164,321 |
+19 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.