DFX Intelligence
This firm's name and 6 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
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
2 allocators
- Paul Hastings LLP Defined Benefit Retirement Plan for Partners Custodianthrough May 31, 2023
- Earle M. Jorgensen Hourly Employees Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
9 rows, $1.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Earle M. Jorgensen Hourly Employees Pension Plan | 2024 | 19 21 59 60 62 63 71 | TRUSTEE | $289,431 |
| The Actors' Fund of America Pension Plan | 2024 | 28 51 | NONE | $94,361 |
| Earle M. Jorgensen Hourly Employees Pension Plan | 2023 | 19 21 59 60 62 63 71 | TRUSTEE | $319,332 |
+6 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
- Dec 31, 2024Consultant changedinferencePaul Hastings LLP Defined Benefit Retirement Plan for Partnerswith this firmaskebsa.dol.gov