DFX Intelligence
This firm's name and 8 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 New Jersey
unclassified· NJ
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
1 allocator
- Carpenters & Millwrights of Houston Vicinity Pension Fund Custodianthrough Jun 30, 2023
Schedule C rows
11 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Steamfitters Local #449 Pension Plan | 2024 | 28 | NONE | $137,312 |
| H.F.I.A.W. Local No. 32 - Pension Trust Fund | 2024 | 28 51 | NONE | $127,229 |
| Pension Fund of Local 227 | 2024 | 28 51 | NONE | $23,956 |
+8 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.