DFX Intelligence

5 more advisory clients, 14 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.

Portfolio Evaluations, Inc.

Investment consultant· Warren, NJ

Investment consultantprobableCRD 129123

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5 more advisory clients, 14 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.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

226

filed Apr 4, 2022

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

8 allocators

Targetbase Inc. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Bbdo Detroit Pension and Cash Balance Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
NFO Research, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

+5 more advisory clients

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

Schedule C rows

17 rows, $460,541 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
NFO Research, Inc. Pension Plan	2025	27 50	INVESTMENT ADVISORY	$15,000
NFO Research, Inc. Pension Plan	2024	27 50	INVESTMENT ADVISORY	$30,000
Houghton Mifflin Retirement Plan	2024	28	NONE	$25,000

+14 more Schedule C rows

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

Form ADV readings

charity clients 16 Apr 4, 2022 reported
government clients 6 Apr 4, 2022 reported
institutional clients 226 Apr 4, 2022 reported
pension plan clients 204 Apr 4, 2022 reported

What changed

Dec 31, 2024Consultant changedinferenceNFO Research, Inc. Pension Plan
Portfolio Evaluations in appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with Portfolio Evaluations, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceRetirement Income Plan for the Employees of Dannon
Portfolio Evaluations Inc no longer appears on Retirement Income Plan for the Employees of Dannon's Schedule C as general consultant (plan year 2023 vs 2022)
with Portfolio Evaluations, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceNFO Research, Inc. Pension Plan
Portfolio Evaluations no longer appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Portfolio Evaluations, Inc.askebsa.dol.gov
Dec 31, 2023Consultant changedinferenceRetirement Plan for Employees of White Plains Hospital Medical Center
Portfolio Evaluations Inc. no longer appears on Retirement Plan for Employees of White Plains Hospital Medical Center's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Portfolio Evaluations, Inc.askebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceShore Medical Center Pension Plan
Portfolio Evaluations, Inc. no longer appears on Shore Medical Center Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Portfolio Evaluations, Inc.askebsa.dol.gov

+5 more dated events

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