DFX Intelligence
This firm's name and 6 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 in New York
unclassified· NY
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Medamerica Retirement Plan for Cep Physicians Investment adviser (plan)through Dec 31, 2023 Form 5500
- Fenwick & West LLP Partners' Pension Plan II Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Children's Aid Society Retirement Plan | 2025 | 28 99 | NONE | $451,860 |
| The Children's Aid Society Retirement Plan | 2024 | 28 99 | NONE | $513,171 |
| Fenwick & West LLP Partners' Pension Plan II | 2024 | 27 | NONE | $203,166 |
+6 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
- Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Designated Bargaining Employees of Crane Carrier Companywith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedRetirement Plan for Designated Bargaining Employees of Crane Carrier Companywith this firmaskebsa.dol.gov