DFX Intelligence
This firm's name, 1 more other client and 9 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 Illinois
unclassified· IL
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
4 allocators
- Neca Local 145 Ibew Pension Fund Custodianthrough Aug 31, 2023
- Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan Custodianthrough Apr 30, 2023
- Plumbers & Pipefitters Local No. 25 Pension Fund Custodianthrough Mar 31, 2023
+1 more client
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
12 rows, $662,378 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Plumbers & Pipefitters Local No. 25 Pension Fund | 2024 | 19 | NONE | $132,577 |
| Neca Local 145 Ibew Pension Fund | 2024 | 15 19 | NONE | $120,269 |
| Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan | 2024 | 19 50 | NONE | $34,298 |
+9 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.