DFX Intelligence
LCG Associates
Investment consultant
7 more advisory clients and 29 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients on the tape
10
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
65
filed Mar 26, 2026
ADV institutional RAUM
$1.7B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.67; discretionary RAUM $2.2B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
10 allocators
- Westlake Defined Benefit Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Nissan Employee Retirement Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Nissan Employee Retirement Plan B Pension consultantthrough Dec 31, 2022 Form 5500
+7 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
32 rows, $4.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Duquesne Light Company Defined Benefit Retirement Plan | 2024 | 16 | NONE | $450,816 |
| Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies | 2024 | 17 50 | NONE | $250,000 |
| Retirement Income Plan of Central Hudson Gas & Electric Corp. | 2024 | 17 | NONE | $183,971 |
+29 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Form ADV readings
Form ADV readings
- charity clients 55 Mar 26, 2026 reported
- institutional clients 65 Mar 26, 2026 reported
- pension plan clients 10 Mar 26, 2026 reported
- raum discretionary $2.2B Mar 26, 2026 reported
- raum institutional $1.7B Mar 26, 2026 reported
- raum total $2.6B Mar 26, 2026 reported
What changed
No dated events.