DFX Intelligence

This firm's name, 13 more advisory clients, 35 more Schedule C rows and 3 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.

Investment consultant in Connecticut

Investment consultant· CT

No date on record · this record

Investment consultantprobableDC 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

1,023

filed Mar 30, 2026

ADV institutional RAUM

$44B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$2.4B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.77; discretionary RAUM $2.4B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

16 allocators

The Retirement Plan of Dime Bank Investment adviser (plan)through Dec 31, 2025 Form 5500
Producers Retirement Plan Trust Investment adviser (plan)through Apr 30, 2025 Form 5500
Ports America Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500

+13 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.

Other roles

1 allocator

Defined Benefit Pension Plan of Keralink International Actuarythrough Dec 31, 2022

Schedule C rows

38 rows, $62.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The Retirement Plan of Dime Bank	2025	27	NONE	$94,966
Iroquois Pipeline Operating Company Cash Balance Retirement Plan	2024	27	NONE	$104,771
The Retirement Plan of Dime Bank	2024	27	NONE	$88,599

+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.

Form ADV readings

charity clients 71 Mar 30, 2026 reported
government clients 107 Mar 30, 2026 reported
institutional clients 1,023 Mar 30, 2026 reported
pension plan clients 845 Mar 30, 2026 reported
raum discretionary $2.4B Mar 30, 2026 reported
raum institutional $44B Mar 30, 2026 reported
raum total $56B Mar 30, 2026 reported

What changed

Dec 31, 2024Consultant changedinferenceProducers Retirement Plan Trust
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceVirginia Industries Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceIroquois Pipeline Operating Company Cash Balance Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceHazen Paper Company Retirement Program
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceThe Retirement Plan of Dime Bank
with this firmaskebsa.dol.gov

+3 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.