DFX Intelligence

This firm's name, 11 more advisory clients, 387 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.

Not an allocator

This firm's name, 11 more advisory clients, 387 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

14 allocators

John Deere Pension Plan for Salaried Employees Investment adviser (plan)through Oct 31, 2025 Form 5500
Signature Healthcare Retirement Plan C General consultantthrough Jul 31, 2025 Form 5500
3m Employee Retirement Income Plan General consultantCustodianthrough Dec 31, 2024 Form 5500

+11 more advisory clients

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

390 allocators

+387 more clients

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

400 rows, $127M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
National Electrical Benefit Fund	2025	19 59 62 72	NONE	$1.4M
Liuna National (industrial) Pension Fund	2025	19 50 62	NONE	$344,881
International Brotherhood of Teamsters Union Local 710 Pension Fund	2025	19 28 62 72	NONE	$249,631

+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.