DFX Intelligence

This firm's name, 1 more advisory client, 243 more Schedule C rows and 21 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, 243 more Schedule C rows and 21 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

ABB Inc. Merged Pension Plan Investment adviser (plan)through Nov 30, 2023 Form 5500
Thomas & Betts Corporation Pension Plan for Bargaining Unit Employees Investment adviser (plan)through Nov 30, 2023 Form 5500
ABB Inc. Cash Balance Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

+1 more advisory client

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

2 allocators

246 rows, $91.8M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Retirement Plan for Employees of Puget Sound Energy, Inc.	2025	28 51 52 68	NONE	$251,085
32bj North Pension Fund	2025	28 51 68	NONE	$118,418
Carpenters Labor-Management Pension Plan	2025	19	NONE	$56,888

+243 more Schedule C rows

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

+21 more dated events

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