DFX Intelligence
Investment consultant
unclassified
unclassified
This firm's name, 23 more Schedule C rows and 1 more dated event
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
- Continental Grain Company Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Continental Cement Company, LLC Pension Plan B for Union Employees Investment adviser (plan)through Aug 31, 2023 Form 5500
Schedule C rows
26 rows, $12.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Consolidated Edison Retirement Plan | 2024 | 28 51 | NONE | $1.5M |
| The Bank of America Pension Plan | 2024 | 28 50 51 68 | NONE | $918,487 |
| The Southern Company Pension Plan | 2024 | 28 51 52 68 | NONE | $172,450 |
+23 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
- Dec 31, 2024Consultant changedinferenceContinental Cement Company, LLC Pension Plan B for Union Employeeswith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Employees of Puget Sound Energy, Inc.with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceContinental Cement Company, LLC Pension Plan B for Union Employeeswith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.