DFX Intelligence
This firm's name, 16 more Schedule C rows and 2 more dated events
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 Florida
unclassified· FL
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
- Glasgow, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
19 rows, $1.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Consolidated Edison Retirement Plan | 2024 | 28 51 52 | NONE | $1.0M |
| Hsbc - North America (U.S.) Pension Plan | 2024 | 28 50 68 | NONE | $28,185 |
| Retirement Plan for Salaried Employees of New York City Ballet, Inc. | 2024 | 28 | INVESTMENT | $14,172 |
+16 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedRetirement Plan for Hourly and Salaried Employees of Donsco, Inc.with this firmaskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.