DFX Intelligence
Standard Valuations
Investment consultant· MN
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
98
filed Mar 26, 2026
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
1 allocator
- United Assn of Plumbers and Steamfitters 521 Pension Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
3 rows, $74,250 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| United Assn of Plumbers and Steamfitters 521 Pension Fund | 2024 | 27 | NONE | $26,500 |
| United Assn of Plumbers and Steamfitters 521 Pension Fund | 2023 | 27 | NONE | $25,250 |
| United Assn of Plumbers and Steamfitters 521 Pension Fund | 2022 | 27 | NONE | $22,500 |
Form ADV readings
Form ADV readings
- government clients 1 Mar 26, 2026 reported
- institutional clients 98 Mar 26, 2026 reported
- pension plan clients 97 Mar 26, 2026 reported
What changed
No dated events.