DFX Intelligence
This firm's name
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 Virginia
unclassified· VA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- Local No. 171 Pension Plan Investment adviser (plan)through Sep 30, 2025 Form 5500
Other roles
1 allocator
- Hagerstown Motor Carriers and Teamsters Pension Plan Custodianthrough Jun 30, 2025
Schedule C rows
3 rows, $66,738 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hagerstown Motor Carriers and Teamsters Pension Plan | 2024 | 15 19 50 | NONE | $30,286 |
| Laborers Pension Fund | 2024 | 28 | INVESTMENT MANAGER | $26,452 |
| Local No. 171 Pension Plan | 2024 | 27 50 | INVESTMENT CONSULTANT | $10,000 |
What changed
No dated events.