DFX Intelligence

This firm's name, 10 more advisory clients, 7 more other clients, 109 more Schedule C rows and 4 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, 10 more advisory clients, 7 more other clients, 109 more Schedule C rows and 4 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

13 allocators

I.B.E.W. Local 540 Pension Fund General consultantCustodianthrough Oct 31, 2025 Form 5500
America First Credit Union Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust Investment adviser (plan)through Apr 30, 2024 Form 5500

+10 more advisory clients

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

10 allocators

+7 more clients

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

112 rows, $39.2M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Equitable Retirement Plan	2024	28 50	NONE	$3.7M
America First Credit Union Pension Plan	2024	27 50	NONE	$1.6M
NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund	2024	27 51	INVESTMENT ADVISOR	$1.2M

+109 more Schedule C rows

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

+4 more dated events

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