DFX Intelligence

This firm's name, 30 more advisory clients, 85 more Schedule C rows and 5 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.

Institutional manager in California

Institutional manager· Santa Monica, CA

No date on record · this record

Institutional managerprobableDC plan focus

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

94,479

filed Sep 2, 2026

ADV institutional RAUM

$11B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$148B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.07; discretionary RAUM $148B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

33 allocators

San Francisco City and County Employees Retirement System General consultantthrough Jun 30, 2025 ACFR
Iowa Public Employees Retirement System (IPERS) General consultantthrough Jun 30, 2025 ACFR
Knife River Corporation Salaried Employees' Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500

+30 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

88 rows, $13.4M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Agere Systems Pension Plan	2024	27 51	NONE	$1.1M
Consolidated Retirement Plan of Dole Food Company, Inc.	2024	16 28 51	N/A	$260,000
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II	2024	17 50 70	NONE	$226,821

+85 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 19 Sep 2, 2026 reported
government clients 29 Sep 2, 2026 reported
institutional clients 94,479 Sep 2, 2026 reported
pension plan clients 94,431 Sep 2, 2026 reported
raum discretionary $148B Sep 2, 2026 reported
raum institutional $11B Sep 2, 2026 reported
raum total $149B Sep 2, 2026 reported

What changed

Dec 31, 2024Manager relationship startedXcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceInternational Association of Machinists and Aerospace Workers Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedNEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedKnife River Corporation Salaried Employees' Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedAmerican Federation of Musicians and Employers' Pension Fund and Subsidiary
with this firmaskebsa.dol.gov

+5 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.