DFX Intelligence

This firm's name, 35 more advisory clients, 111 more Schedule C rows and 7 more dated events

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.

OCIO

No date on record · this record

OCIOprobable

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

345

filed Apr 29, 2026

ADV institutional RAUM

$227B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$107B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.69; discretionary RAUM $107B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

38 allocators

Kern County Employees Retirement Association General consultantthrough Jun 30, 2025 ACFR
State Employee and Teacher Plan General consultantthrough Jun 30, 2025 ACFR
San Francisco City and County Employees Retirement System General consultantthrough Jun 30, 2025 ACFR

+35 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.

Other roles

1 allocator

The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2023

Schedule C rows

114 rows, $65.4M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Medianews Group Pension Plan	2025	27 50	NONE	$500,000
American International Group, Inc. Retirement Plan	2024	27 50	NONE	$3.1M
Equity-League Pension Trust Fund	2024	27 28 51	NONE	$2.6M

+111 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

charity clients 306 Apr 29, 2026 reported
government clients 5 Apr 29, 2026 reported
institutional clients 345 Apr 29, 2026 reported
pension plan clients 34 Apr 29, 2026 reported
raum discretionary $107B Apr 29, 2026 reported
raum institutional $227B Apr 29, 2026 reported
raum total $327B Apr 29, 2026 reported

What changed

Dec 31, 2024Manager relationship startedNewyork-Presbyterian Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceOchsner Clinic Foundation Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceThe 2017 Employees' Pension Plan of Battelle Memorial Institute
with this firmaskebsa.dol.gov
Dec 31, 2023Manager relationship startedUmass Memorial Health Care Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceRetirement Plan for Employees of the Univ of Miami
with this firmaskebsa.dol.gov

+7 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.