DFX Intelligence
This firm's name, 3 more advisory clients and 15 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant
Investment consultant
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
91
filed Feb 5, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
- Washington-Idaho Cement Masons Employers Retirement Trust Fund Investment adviser (plan)through May 31, 2023 Form 5500
- Paintmakers Pension Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
- Concession & Program Employees Local 468 Pension Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
+3 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Schedule C rows
18 rows, $461,918 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Cement Masons and Plasterers Retirement Plan | 2024 | 27 50 | NONE | $56,216 |
| Cement Masons - Employers Pension Plan | 2024 | 27 50 70 72 | $47,584 | |
| Washington-Idaho Cement Masons Employers Retirement Trust Fund | 2024 | 27 51 | NONE | $28,470 |
+15 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Form ADV readings
- institutional clients 91 Feb 5, 2026 reported
- pension plan clients 91 Feb 5, 2026 reported
What changed
No dated events.