DFX Intelligence
Investment consultant
unclassified
unclassified
This firm's name, 25 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
- Williams Pension Plan Custodianthrough Dec 31, 2024
- University Hospitals Health System, Inc. Retirement Plan Trusteethrough Dec 31, 2022
Schedule C rows
28 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Nextera Energy, Inc. Employee Pension Plan | 2024 | 28 51 | NONE | $52,045 |
| Retirement Plan for Employees of Phoebe Putney Health System, Inc. | 2024 | 28 50 51 | NONE | $37,120 |
| Staff Retirement Plan of the Washington Education Association | 2024 | 28 51 | NONE | $31,912 |
+25 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.