DFX Intelligence
This firm's name 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
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Retirement Plan for Draper Employees Pension consultantthrough Dec 31, 2022 Form 5500
- The University of Chicago Retirement Income Plan Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
1 allocator
- Brown University Dining Services and Facilities Management Employees Pension Plan Actuarythrough Jun 30, 2023
Schedule C rows
12 rows, $3.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Harvard University Retirement Plan | 2024 | 52 | INVESTMENT MANAGER | $515,532 |
| The University of Chicago Retirement Income Plan | 2024 | 15 17 27 28 38 50 52 54 64 66 | NONE | $369,026 |
| Retirement Plan for Draper Employees | 2024 | 15 17 27 28 38 50 52 54 64 66 | NONE | $333,886 |
+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.