DFX Intelligence
Investment consultant
unclassified
unclassified
This firm's name
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
1
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
1 allocator
- Painters and Allied Trades District Council No. 35 Pension Fund General consultantthrough Jun 30, 2025 Form 5500
Other roles
1 allocator
- Baystate Health, Inc. Retirement Program Trusteethrough Dec 31, 2022
Schedule C rows
2 rows, $763,639 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Painters and Allied Trades District Council No. 35 Pension Fund | 2024 | 16 50 | NONE | $15,187 |
| Baystate Health, Inc. Retirement Program | 2022 | 21 | NONE | $748,452 |
What changed
- Dec 31, 2024Consultant changedinferencePainters and Allied Trades District Council No. 35 Pension Fundwith this firmaskebsa.dol.gov