DFX Intelligence
This firm's name
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
0
Schedule C, ACFR
Public-system clients
1
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
2 allocators
- Houston Municipal Employees Pension System Actuarythrough Jun 30, 2025
- Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust Actuarythrough Apr 30, 2023
Schedule C rows
3 rows, $302,050 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust | 2024 | 11 50 | NONE | $91,870 |
| Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust | 2023 | 11 50 | NONE | $83,376 |
| Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust | 2022 | 11 50 | NONE | $126,804 |
What changed
No dated events.