DFX Intelligence
This firm's name, 3 more other clients and 24 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
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- ST. Luke's Hospital Retirement Plan Investment adviser (plan)through Oct 29, 2025 Form 5500
Other roles
6 allocators
- Ibew Local 573 Pension Plan Custodianthrough Dec 31, 2024
- Plumbers & Pipefitters Local No 189 Pension Plan Custodianthrough Mar 31, 2024
- Oil-Dri Corporation of America Pension Plan Directed trusteethrough Jul 31, 2023
+3 more 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
27 rows, $3.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ST. Luke's Hospital Retirement Plan | 2025 | 27 | NONE | $21,738 |
| Wellstar Health System, Inc. Pension Plan | 2024 | 21 50 | TRUSTEE | $596,614 |
| NYU Langone Hospitals Retirement Plan | 2024 | 28 50 | NONE | $414,382 |
+24 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.
What changed
- Dec 31, 2024Manager relationship startedSheet Metal Workers Local Union No. 17 Supplemental Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov