DFX Intelligence

This firm's name, 6 more advisory clients, 149 more other clients, 397 more Schedule C rows and 35 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.

Investment consultant

unclassified

This firm's name, 6 more advisory clients, 149 more other clients, 397 more Schedule C rows and 35 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.

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

9 allocators

Latham & Watkins Cash Balance Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
Calportland Company Defined Benefit Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Totalenergies Finance USA, Inc. Cash Balance Pension Plan Pension consultantTrusteethrough Dec 31, 2023 Form 5500

+6 more advisory clients

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

152 allocators

+149 more clients

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

400 rows, $73.8M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The Fidelity Bank Pension Plan	2025	28	INVESTMENT MGR	$40,383
Bass Retirement Plan	2025	28 51	NONE	$36,352
Willis North America Inc. Pension Plan	2025	21 24 28 50 51	NONE	$27,941

+397 more Schedule C rows

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

+35 more dated events

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