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
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- Bally North America, Inc. Pension Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
Schedule C rows
9 rows, $4.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for the Washington Post and Companies | 2024 | 28 51 | NONE | $1.3M |
| Pension Plan of Cravath, Swaine & Moore LLP | 2024 | 28 | NONE | $76,568 |
| Bally North America, Inc. Pension Plan | 2024 | 27 51 | NONE | $64,743 |
+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
No dated events.