DFX Intelligence

This firm's name, 30 more Schedule C rows and 9 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, 30 more Schedule C rows and 9 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

3 allocators

Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates Investment adviser (plan)through Jun 30, 2023 Form 5500
Plumbers Local 9 Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
Norton Rose Fulbright US LLP Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

33 rows, $7.7M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Operating Engineers Local 428 Pension Trust	2025	28	NONE OTHER THAN CONTRACT	$8,255
Cleveland-Cliffs Combined Pension Plan	2024	51	NONE	$1.7M
Idaho National Laboratory Employee Retirement Plan	2024	28 51	NONE	$255,563

+30 more Schedule C rows

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

+9 more dated events

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