DFX Intelligence
This firm's name, 2 more advisory clients and 12 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.
Institutional manager
Institutional manager
No date on record · this record
Institutional managerprobable
No date on record · this record
Advisory clients on the tape
5
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
70
filed Oct 11, 2024
ADV institutional RAUM
$2.5B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$4.4B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.41; discretionary RAUM $4.4B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
5 allocators
- Teamsters Local 102 Pension Fund Investment adviser (plan)through Mar 31, 2023 Form 5500
- Pittsburgh Glass Works Retirement Income Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Vitro Flat Glass LLC Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+2 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.
Schedule C rows
15 rows, $565,707 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Teamsters Local 102 Pension Fund | 2024 | 27 51 | NONE | $76,651 |
| Ilwu (hawaii) Employers General Pension Plan | 2024 | 27 | NONE | $51,500 |
| Hotel Industry-Ilwu Pension Plan | 2024 | 27 | NONE | $51,500 |
+12 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 16 Oct 11, 2024 reported
- government clients 35 Oct 11, 2024 reported
- institutional clients 70 Oct 11, 2024 reported
- pension plan clients 19 Oct 11, 2024 reported
- raum discretionary $4.4B Oct 11, 2024 reported
- raum institutional $2.5B Oct 11, 2024 reported
- raum total $6.1B Oct 11, 2024 reported
What changed
No dated events.