DFX Intelligence
This firm's name, 2 more other clients and 9 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
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
5 allocators
- Local No. 171 Pension Plan Directed trusteethrough Sep 30, 2025
- Employee Pension Benefit Plan Local 640 Iatse Named fiduciarythrough Jun 30, 2023
- District 65 Pension Plan Directed trusteethrough Jan 31, 2023
+2 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
12 rows, $225,008 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local No. 171 Pension Plan | 2024 | 25 50 | TRUSTEE | $29,398 |
| Production Service and Sales District Council Pension | 2024 | 24 50 | NONE | $26,370 |
| Bakery and Sales Drivers' Local 33 Partitioned Pen | 2024 | 25 50 | NONE | $25,515 |
+9 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
No dated events.