DFX Intelligence
This firm's name, 2 more advisory clients and 12 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
5
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
5 allocators
- Bakery Drivers & Salesmen Local 194 & Industry Pension Fund General consultantthrough Oct 31, 2023 Form 5500
- Teamsters Union No. 142 Pension Fund General consultantthrough Jun 30, 2023 Form 5500
- Laborers Local 91 Pension Plan General consultantthrough May 31, 2023 Form 5500
+2 more advisory 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
15 rows, $232,613 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Teamsters Union No. 142 Pension Fund | 2024 | 16 49 50 | NONE | $23,911 |
| Laborers Local 91 Pension Plan | 2024 | 15 16 | NONE | $19,744 |
| Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | 2024 | 16 50 | NONE | $18,620 |
+12 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.