DFX Intelligence
This firm's name and 28 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 Wisconsin
unclassified· WI
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
- Sheet Metal Workers Local Pension Plan Investment adviser (plan)through Apr 30, 2023 Form 5500
Other roles
1 allocator
- Carpenters' Pension Trust Fund - Detroit and Vicinity Custodianthrough Apr 30, 2023
Schedule C rows
31 rows, $1.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Weyco Group, Inc. Pension Plan | 2025 | 28 | NONE | |
| Michigan Carpenters' Pension Fund | 2024 | 28 51 | ONE | $216,037 |
| Carpenters' Pension Trust Fund - Detroit and Vicinity | 2024 | 19 21 27 28 30 31 33 50 51 68 | NONE | $73,421 |
+28 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.