DFX Intelligence
This firm's name and 4 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
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
- Sheet Metal Workers' National Pension Fund Investment adviser (plan)Pension consultantthrough Dec 31, 2023 Form 5500
- Central Pension Fund of the Iuoe & Participating Employers Investment adviser (plan)through Jan 31, 2023 Form 5500
Schedule C rows
7 rows, $122,919 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers' National Pension Fund | 2024 | 27 | NONE | $32,500 |
| Insulators and Allied Workers National Pension Fun | 2024 | 28 50 51 | NONE | $5,788 |
| Sheet Metal Workers' National Pension Fund | 2023 | 27 | NONE | $32,500 |
+4 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