DFX Intelligence

Allocator Intelligence

Investment consultant

Investment consultant
Investment consultantprobable
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This firm's name, 32 more advisory clients and 101 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.

Advisory clients on the tape
35
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
52
filed Aug 5, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

35 allocators

+32 more advisory clients

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

Schedule C rows

104 rows, $3.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Fund of Heat and Frost Insulators Local 12202527 50NONE$20,000
Nysa-Ila Pension Trust Fund & Plan202427INVESTMENT ADVISOR$186,284
Local 338 Retirement Fund202427 50NONE$95,000

+101 more Schedule C rows

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

Form ADV readings

  • institutional clients 52 Aug 5, 2026 reported
  • pension plan clients 52 Aug 5, 2026 reported

What changed