DFX Intelligence

This firm's name, 1 more advisory client 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

Schedule C, ACFR

Public-system clients

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

4 allocators

Local Union 786 Building Material Pension Fund General consultantthrough Aug 31, 2023 Form 5500
Building Service 32bj Pension Fund Pension consultantthrough Jun 30, 2023 Form 5500
N. Atlantic States Carp. Pension Fund General consultantthrough Dec 31, 2022 Form 5500

+1 more advisory 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

9 rows, $3.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
N. Atlantic States Carp. Pension Fund	2024	16 50	NONE	$528,821
Building Service 32bj Pension Fund	2024	17 50	NONE	$353,571
N. Atlantic States Carp. Pension Fund	2023	16 50	NONE	$945,629

+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