DFX Intelligence
This firm's name, 5 more other clients 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
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
8 allocators
- Local 298 Pension Fund Actuarythrough Dec 31, 2024
- Local 854 Pension Fund Actuarythrough Aug 31, 2023
- Pension Fund of Amalgamated Industrial and Toy & Novelty Workers of America Local 223 Actuarythrough Jun 30, 2023
+5 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
16 rows, $914,927 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Electrician's Retirement Fund | 2024 | 11 12 13 50 | NONE | $153,387 |
| United Plant & Production Workers Local 175 Pension Fund | 2024 | 11 50 | NONE | $25,000 |
| Local 1931 Pension Fund | 2024 | 11 50 | NONE | $20,750 |
+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
No dated events.