DFX Intelligence
Investment consultant in Minnesota
unclassified· MN
unclassified
This firm's name, 87 more Schedule C rows and 5 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients on the tape
2
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
2 allocators
- Elevator Division Retirement Benefit Plan Investment adviser (plan)through Oct 31, 2023 Form 5500
- Iron Workers Locals 40, 361 & 417 Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Florida Trowel Trades Pension Trust Fund Custodianthrough Dec 31, 2024
Schedule C rows
90 rows, $30.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Electrical Benefit Fund | 2025 | 28 51 | NONE | $2.3M |
| Pension Fund of Heat and Frost Insulators Local 12 | 2025 | 20 51 | NONE | $9,469 |
| National Electrical Benefit Fund | 2024 | 28 | NONE | $3.6M |
+87 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.
What changed
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.