DFX Intelligence
Investment consultant
unclassified
unclassified
This firm's name, 261 more Schedule C rows and 20 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients on the tape
3
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
3 allocators
- International Association of Firefighters Employees Pension Plan Investment adviser (plan)through Jun 30, 2024 Form 5500
- International Association of Firefighters Staff Representatives Pension Plan Investment adviser (plan)through Jun 30, 2024 Form 5500
- Rhode Island Laborers Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- Ironworkers Local 549-550 Pension Plan Custodianthrough Mar 31, 2025
- Custodianthrough Mar 31, 2023
Schedule C rows
264 rows, $45.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Electrical Benefit Fund | 2025 | 28 51 | NONE | $1.5M |
| National Roofing Industry Pension Fund | 2025 | 28 55 | NONE | $690,082 |
| Western PA Electrical Employees Pension Trust Fund | 2025 | 28 50 51 | NONE | $332,378 |
+261 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, 2024Manager relationship endedinferenceIron Workers St. Louis District Council Pension Trustwith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceRetirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizationswith this firmaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceInternational Association of Firefighters Employees Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+20 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.