DFX Intelligence

This firm's name, 10 more advisory clients, 8 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 in Massachusetts

unclassified· MA

unclassified

This firm's name, 10 more advisory clients, 8 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

13 allocators

The Budd Company Employee Pension Plan Pension consultantthrough Sep 30, 2025 Form 5500
Retirement Plan for Employees of the Univ of Miami Investment adviser (plan)through May 31, 2024 Form 5500
ABB Inc. Pension Plan of Fischer & Porter Company Investment adviser (plan)through Dec 31, 2023 Form 5500

+10 more advisory clients

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

11 allocators

+8 more clients

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

400 rows, $84.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Premera Pension Equity Plan	2025	28 51 68	INVESTMENT ADVISOR	$98,033
Iuoe Local 30 Pension Fund	2025	28 51	NONE	$74,438
Twin City Hospitals - Minnesota Nurses Association Pension Plan	2024	28 51 52	NONE	$2.7M

+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.