DFX Intelligence

81 more advisory clients, 249 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.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investment Performance Services

unclassified

81 more advisory clients, 249 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.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

84 allocators

Bricklayers & Trowel Trades International Pension Fund Investment adviser (plan)General consultantthrough Dec 31, 2025 Form 5500
BAC - Salaried Employees Pension Plan General consultantthrough Dec 31, 2025 Form 5500
Midwest Pension Plan Investment adviser (plan)through Dec 31, 2025 Form 5500

+81 more advisory clients

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

1 allocator

252 rows, $29.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Bricklayers & Trowel Trades International Pension Fund	2025	27 50 52	NONE	$130,944
Midwest Pension Plan	2025	27	NONE	$13,772
BAC - Salaried Employees Pension Plan	2025	16 27 51	NONE	$12,038

+249 more Schedule C rows

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2024Consultant changedinferencePlumbers & Pipefitters Lu 421 Pension Fund Trust
Investment Performance Services appears on Plumbers & Pipefitters Lu 421 Pension Fund Trust's Schedule C as general consultant (plan year 2024 vs 2023)
with Investment Performance Servicesaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMidwest Pension Plan
Investment Performance Services LLC appears on Midwest Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Investment Performance Servicesaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMasters, Mates & Pilots Pension Plan
Investment Performance Services LLC appears on Masters, Mates & Pilots Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Investment Performance Servicesaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceIbew 332 Pension Plan - Part a
Investment Performance Services LLC appears on Ibew 332 Pension Plan - Part a's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Investment Performance Servicesaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMasters Mates & Pilots Adjustable Pension Plan
Investment Performance Services LLC appears on Masters Mates & Pilots Adjustable Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Investment Performance Servicesaskebsa.dol.gov

+4 more dated events

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.