DFX Intelligence

This firm's name, 14 more advisory clients, 4 more other clients, 74 more Schedule C rows and 4 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, 14 more advisory clients, 4 more other clients, 74 more Schedule C rows and 4 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

17 allocators

UB Distributors, LLC Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Inglis House Retirement Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
National Cargo Bureau, Inc. Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500

+14 more advisory clients

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

7 allocators

+4 more clients

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

77 rows, $5.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Retirement Program Plan for Employees of United States Enrichment Corporation	2025	28	INVESTMENTS MANAGER	$142,877
Retirement Program Plan for Employees of United States Enrichment Corporation	2024	28	INVESTMENTS MANAGER	$149,619
University of Virginia Physicians Group Clinicians Supplemental Retirement Plan	2024	28 50 51 52	NONE	$147,889

+74 more Schedule C rows

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

Dec 31, 2025Manager relationship endedinferenceFinancial Accounting Foundation Employees' Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceInglis House Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceNational Cargo Bureau, Inc. Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceThe First National Bank of Long Island Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceJust Born, Inc. Employees Pension Plan
with this firmaskebsa.dol.gov

+4 more dated events

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