DFX Intelligence

This firm's name, 1 more advisory client, 118 more other clients, 397 more Schedule C rows and 3 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Investment consultant

unclassified

This firm's name, 1 more advisory client, 118 more other clients, 397 more Schedule C rows and 3 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Bricklayers & Trowel Trades International Pension Fund ActuaryPension consultantthrough Dec 31, 2025 Form 5500
Ufcw Local 2013 Pension Plan General consultantthrough Dec 31, 2024 Form 5500
Division 1181 Atu - NY Employees Pension Fund and Plan Pension consultantActuarythrough Aug 31, 2024 Form 5500

+1 more advisory client

Every name, record and relationship behind this count, with the source on each.

121 allocators

+118 more clients

Every name, record and relationship behind this count, with the source on each.

400 rows, $31.8M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Bricklayers & Trowel Trades International Pension Fund	2025	11 50	NONE	$343,946
BAC - Salaried Employees Pension Plan	2025	11 17 50	NONE	$68,328
Iubac - Local Union Officers & Employees Pension Plan	2025	11 17 50	NONE	$64,267

+397 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Dec 31, 2024Consultant changedinferenceBricklayers & Trowel Trades International Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceUfcw Local 2013 Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceChicago Painters and Decorators Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceU.A. Local 13 Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceThe Newspaper Guild International Pension Plan
with this firmaskebsa.dol.gov

+3 more dated events

Every name, record and relationship behind this count, with the source on each.