DFX Intelligence

This firm's name, 8 more advisory clients, 15 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.

Investment consultant

unclassified

This firm's name, 8 more advisory clients, 15 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

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

11 allocators

Bricklayers & Trowel Trades International Pension Fund General consultantthrough Dec 31, 2023 Form 5500
Waterfront Employers - Ila Pension Plan General consultantthrough Sep 30, 2023 Form 5500
Asbestos Workers Philadelphia Pension Fund General consultantthrough Jun 30, 2023 Form 5500

+8 more advisory clients

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

18 rows, $842,710 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Waterfront Employers - Ila Pension Plan	2024	16 50	NONE	$83,244
Airconditioning and Refrigeration Industry Retirement Trust Fund	2024	16	NONE	$9,098
Teamsters' Local 301 Pension Plan	2024	16	NONE

+15 more Schedule C rows

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

+5 more dated events

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