DFX Intelligence
This firm's name and 17 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
- Formosa Plastics Corporation, U.S.A. Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
20 rows, $1.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Formosa Plastics Corporation, U.S.A. Pension Plan | 2024 | 17 50 | CONSULTING | $185,000 |
| Nyseg and Rge Pension Plan | 2024 | 28 | NONE | $72,283 |
| The United Illuminating Company Pension Plan | 2024 | 28 | NONE | $42,010 |
+17 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 endedinferenceConstruction Laborers Pension Trust Fund for Southern Californiawith this firmaskebsa.dol.gov
- UBS Global Asset Management appears on SCG Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov