DFX Intelligence
This firm's name, 7 more other clients and 49 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
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
- Pension Plan for Employees of Phipps Houses and Affiliates ActuaryPension consultantthrough Dec 31, 2023 Form 5500
Other roles
10 allocators
- The New York Philharmonic Orchestra Pension Plan Actuarythrough Aug 31, 2023
- Pension Plan for the Office Employees of the New York Philharmonic Symphony Society of NY, Inc. Actuarythrough Aug 31, 2023
- Retirement Plan for the Employees of the Jewish Home of Rochester Actuarythrough Dec 31, 2022
+7 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
52 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The New York Philharmonic Orchestra Pension Plan | 2024 | 11 50 | NONE | $74,754 |
| Pension Plan of the Genesee Valley Presbyterian Nursing Center | 2024 | 11 17 50 | ACTUARY | $73,050 |
| Pension Plan for Employees of Phipps Houses and Affiliates | 2024 | 11 17 50 | NONE | $60,700 |
+49 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.