DFX Intelligence
This firm's name and 35 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 in Illinois
unclassified· IL
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
- Teamsters Local 237 Welfare Fund Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Gibson Greetings, Inc. Retirement Income Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bethany Home & Hospital of the Methodist Church Employees' Pension Plan Investment adviser (plan)through Sep 25, 2020 Form 5500
Other roles
1 allocator
- BAC Local 23 North Shore Chapter Pension Fund Custodianthrough Feb 28, 2025
Schedule C rows
38 rows, $6.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| International Brotherhood of Teamsters Union Local 710 Pension Fund | 2024 | 28 51 | NONE | $1.1M |
| Electrical Workers Local No. 26 Pension Trust Fund | 2024 | 51 | SERVICE PROVIDER | $246,072 |
| Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a | 2024 | 28 51 | NONE | $215,555 |
+35 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov