DFX Intelligence
This firm's name
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Institutional manager in Maryland
Institutional manager· MD
No date on record · this record
Institutional managerprobable
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
52
filed Mar 25, 2021
ADV institutional RAUM
$24.8M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$421M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.01; discretionary RAUM $421M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- State Department Federal Credit Union Defined Benefit Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $256,325 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| State Department Federal Credit Union Defined Benefit Pension Plan | 2024 | 16 17 | NONE | $86,724 |
| State Department Federal Credit Union Defined Benefit Pension Plan | 2023 | 16 17 | NONE | $83,973 |
| State Department Federal Credit Union Defined Benefit Pension Plan | 2022 | 16 17 | NONE | $85,628 |
Form ADV readings
- charity clients 14 Mar 25, 2021 reported
- institutional clients 52 Mar 25, 2021 reported
- pension plan clients 38 Mar 25, 2021 reported
- raum discretionary $421M Mar 25, 2021 reported
- raum institutional $24.8M Mar 25, 2021 reported
- raum total $2.0B Mar 25, 2021 reported
What changed
No dated events.