DFX Intelligence
This firm's name, 3 more other clients and 59 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
6 allocators
- Retirement Benefit Plan for Salaried Employees of Southern Copper Corporation Custodianthrough Apr 30, 2023
- Metlife Retirement Plan Custodianthrough Dec 31, 2022
- Meba Pension Trust-Defined Benefit Plan Custodianthrough Dec 31, 2022
+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
62 rows, $88.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Metlife Retirement Plan | 2024 | 13 18 28 51 | PLAN SPONSOR | $23.4M |
| 2024 | 28 99 | NONE | $1.3M | |
| Firstenergy Corp. Master Pension Plan | 2024 | 28 50 51 65 | NONE | $571,876 |
+59 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, 2025Holding endedinferenceRetirement Program Plan for Employees of United States Enrichment Corporation
- with this firmaskebsa.dol.gov