DFX Intelligence

1 more advisory client, 5 more other clients, 213 more Schedule C rows and 29 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.

Boyd Watterson Asset Management

unclassified· OH

unclassified

1 more advisory client, 5 more other clients, 213 more Schedule C rows and 29 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

4 allocators

Western PA Electrical Employees Pension Trust Fund Investment adviser (plan)through Dec 31, 2025 Form 5500
Roofers Local No. 241 Pension Fund Investment adviser (plan)through Jun 30, 2024 Form 5500
Bricklayers' Pension Trust Fund-Metropolitan Area Investment adviser (plan)through Apr 30, 2023 Form 5500

+1 more advisory client

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

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

8 allocators

+5 more 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.

216 rows, $26.3M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Pension Fund of Heat and Frost Insulators Local 12	2025	28 51	NONE	$127,802
I.B.E.W. Local No. 728 Pension Fund	2025	28 62 68	NONE	$92,409
Midwest Pension Plan	2025	28 51	NONE	$67,195

+213 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, 2025Consultant changedinferenceWestern PA Electrical Employees Pension Trust Fund
Boyd Watterson Asset Management LLC appears on Western PA Electrical Employees Pension Trust Fund's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
with Boyd Watterson Asset Managementaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceRoofers Local No. 241 Pension Fund
Boyd Watterson Asset Management LLC no longer appears on Roofers Local No. 241 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Boyd Watterson Asset Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship startedIbew Local 505 Neca Pension Plan
Boyd Watterson appears on Ibew Local 505 Neca Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Boyd Watterson Asset Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceTeamsters Local 830 Pension Plan
Boyd Waterson Assets Management LLC no longer appears on Teamsters Local 830 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Boyd Watterson Asset Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceLocal 808 Ibt Pension Plan
Boyd Watterson Asset Management no longer appears on Local 808 Ibt Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Boyd Watterson Asset Managementaskebsa.dol.gov

+29 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.