DFX Intelligence
This firm's name, 2 more advisory clients and 18 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 York
unclassified· NY
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
5
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
5 allocators
- Avox Systems Union Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pension Plan for Eaton Corporation Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+2 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Other roles
1 allocator
- Employee Benefits Plan of Cp Rochester Trusteethrough Dec 31, 2022
Schedule C rows
21 rows, $870,927 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ST. John's Health Care Corporation Pension Plan | 2024 | 28 50 52 | NONE | $99,685 |
| ST. Ann's Home for the Aged Pension Plan | 2024 | 27 51 | NONE | $43,821 |
| United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan | 2024 | 27 28 50 51 | NONE | $37,120 |
+18 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
- with this firmaskebsa.dol.gov