DFX Intelligence

This firm's name, 2 more advisory clients, 46 more Schedule C rows and 2 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, 2 more advisory clients, 46 more Schedule C rows and 2 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

5 allocators

Global Partners LP Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Steamfitters Local Union No. 420 Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Global Montello Group Corp. Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500

+2 more advisory clients

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

49 rows, $3.2M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund	2024	17 50 72	NONE	$205,173
Joint Pension Fund of Local Union No 102	2024	51	NONE	$136,325
Iue-Cwa Pension Plan	2024	28 51	NONE	$132,619

+46 more Schedule C rows

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

Dec 31, 2024Manager relationship endedinferenceWestrock Company Consolidated Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceGlobal Montello Group Corp. Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceGlobal Partners LP Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceGoulston & Storrs Cash Balance Plan for Directors
with this firmaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceJack in the Box Inc. Retirement Plan
with this firmaskebsa.dol.gov

+2 more dated events

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