DFX Intelligence
This firm's name, 1 more advisory client and 13 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
4
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
4 allocators
- Carpenters Pension Trust Fund for Northern California Investment adviser (plan)through Aug 31, 2025 Form 5500
- American Federation of Musicians and Employers' Pension Fund and Subsidiary Investment adviser (plan)through Dec 31, 2022 Form 5500
- Laborers District Council & Contractors Pension Fund of Ohio Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more advisory client
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
16 rows, $965,517 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Equity-League Pension Trust Fund | 2024 | 28 51 | NONE | $117,567 |
| Producer-Writers Guild of America Pension Plan | 2024 | 27 50 | NONE | $75,000 |
| American Federation of Musicians and Employers' Pension Fund and Subsidiary | 2024 | 27 50 | NONE | $72,004 |
+13 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