DFX Intelligence
This firm's name and 1 more Schedule C row
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
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
- Essendant Pension Plan Investment adviser (plan)through Aug 31, 2023 Form 5500
Other roles
1 allocator
- RIO Tinto America Inc. Retirement Plan Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Essendant Pension Plan | 2024 | 27 50 | NONE | $85,770 |
| Essendant Pension Plan | 2023 | 27 50 | NONE | $77,065 |
| RIO Tinto America Inc. Retirement Plan | 2022 | 11 | NONE | $987,344 |
+1 more Schedule C row
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.