DFX Intelligence
This firm's name, 2 more other clients and 21 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
5 allocators
- Paul Mueller Company Contract Employees Retirement Plan Trusteethrough Dec 31, 2023
- Greater Kansas City Laborers Pension Plan Custodianthrough Oct 31, 2023
- Retirement & Pension Plan of Mriglobal (plan I) Custodianthrough May 31, 2023
+2 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
24 rows, $1.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Greater Kansas City Laborers Pension Plan | 2024 | 28 51 | INVESTMENT MANAGER | $118,397 |
| Mo-Kan Iron Workers Pension Fund | 2024 | 28 51 | NONE | $72,527 |
| Hillyard Revised Retirement Plan | 2024 | 19 21 33 50 59 | NONE | $45,055 |
+21 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