DFX Intelligence
Investment consultant
unclassified
unclassified
This firm's name, 79 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
- Kennametal Inc. and Uaw Incl. Loc 1059 Pension Plan for Hourly Rated Production & Maintenance Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- DOW Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
3 allocators
- Retirement Security Plan Trusteethrough Dec 31, 2024
- Thomson Reuters Group Pension Plan Trusteethrough Dec 31, 2022
- Pension Plan of Allen & Company Trusteethrough Dec 31, 2022
Schedule C rows
82 rows, $41.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| COX Enterprises, Inc. Pension Plan | 2024 | 28 50 51 68 | NONE | $2.2M |
| The Bank of America Pension Plan | 2024 | 28 50 51 | NONE | $2.1M |
| Nextera Energy, Inc. Employee Pension Plan | 2024 | 28 51 | NONE | $1.9M |
+79 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.