DFX Intelligence
This firm's name and 4 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
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
- Local No 731 Excavators and Pavers Pension Trust Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $1.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Roofing Industry Pension Fund | 2025 | 28 | NONE | $480,319 |
| National Roofing Industry Pension Fund | 2024 | 28 | NONE | $450,908 |
| Local No 731 Excavators and Pavers Pension Trust Fund | 2024 | 27 | NONE | $75,147 |
+4 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.