DFX Intelligence
This firm's name and 3 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
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
3 allocators
- Louisiana State Employees Retirement System Custodianthrough Jun 30, 2025
- Tempel Employees Pension Plan Actuarythrough Dec 31, 2023
- Hospital Central Services Cooperative, Inc. Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
6 rows, $350,786 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hospital Central Services Cooperative, Inc. Pension Plan | 2024 | 13 21 28 50 52 60 63 64 68 72 | NONE | $103,074 |
| Tempel Employees Pension Plan | 2024 | 11 | NONE | $76,397 |
| Hospital Central Services Cooperative, Inc. Pension Plan | 2023 | 13 21 28 50 52 60 63 64 68 72 | NONE | $90,580 |
+3 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.