DFX Intelligence
This firm's name, 1 more advisory client and 11 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
4
Schedule C, ACFR
Public-system clients
0
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
4 allocators
- Teamsters Union No. 142 Pension Fund Investment adviser (plan)General consultantthrough Jun 30, 2025 Form 5500
- Automotive Industries Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Jpmorgan Chase Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+1 more advisory client
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
14 rows, $513,967 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Jpmorgan Chase Retirement Plan | 2024 | 27 51 | NONE | $77,057 |
| Ohio Carpenters' Pension Plan | 2024 | 28 | NONE | $31,250 |
| Automotive Industries Pension Plan | 2024 | 27 50 | NONE | $28,875 |
+11 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.