DFX Intelligence

This firm's name, 28 more advisory clients, 456 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, 28 more advisory clients, 456 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

31 allocators

The 2017 Employees' Pension Plan of Battelle Memorial Institute ActuaryPension consultantthrough Jun 30, 2025 Form 5500
Floyd Healthcare Management, Inc. Retirement Plan Pension consultantActuarythrough Dec 31, 2024 Form 5500
Pension Plan for Employees of Dartmouth-Hitchcock General consultantthrough Dec 31, 2024 Form 5500

+28 more advisory clients

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

459 allocators

+456 more clients

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

400 rows, $277M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Genuine Parts Company Pension Plan	2025	11 50	NONE	$3.6M
American Savings Bank Retirement Plan	2025	11 17 50	NONE	$1.2M
Bass Retirement Plan	2025	11 50	NONE	$589,673

+397 more Schedule C rows

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

Dec 31, 2025Consultant changedinferenceAndersen Corporation Employees' Pension and Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2025Manager relationship endedinferenceHope Gas Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceCibc World Markets Retirement Plan for U.S. Employees
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceBeth Israel Lahey Health Defined Benefit Plan I
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferencePrecoat Pension Plan
with this firmaskebsa.dol.gov

+35 more dated events

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