DFX Intelligence
This firm's name and 5 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
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
2 allocators
- Greater Pennsylvania Carpenters' Pension Fund Trusteethrough Dec 31, 2022
- Disabled American Veterans Retirement / Pension Equity Plan Trusteethrough Dec 31, 2022
Schedule C rows
8 rows, $2.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Greater Pennsylvania Carpenters' Pension Fund | 2024 | 51 | NONE | $647,487 |
| Disabled American Veterans Retirement / Pension Equity Plan | 2024 | 21 24 50 51 63 68 99 | NONE | $41,021 |
| Greater Pennsylvania Carpenters' Pension Fund | 2023 | 21 | NONE | $470,020 |
+5 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.