DFX Intelligence

This firm's name, 89 more advisory clients, 278 more Schedule C rows and 10 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.

OCIO

No date on record · this record

OCIOprobable

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

224

filed May 15, 2026

ADV institutional RAUM

$40B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$30B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.84; discretionary RAUM $30B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

92 allocators

Local 734 Pension Fund Investment adviser (plan)through Dec 31, 2025 Form 5500
Chicago and Midwest Regional Pension Fund Investment adviser (plan)through Dec 31, 2025 Form 5500
Teamsters' Local 301 Pension Plan Investment adviser (plan)through Dec 31, 2025 Form 5500

+89 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

Illinois Education Association Staff Retirement Plan Actuarythrough Jun 30, 2023

Schedule C rows

281 rows, $31.4M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Teamsters' Local 301 Pension Plan	2025	27	NONE	$125,417
Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust	2025	17	NONE	$65,000
Mechanical Contractors Ua Local 119 Pension Plan	2025	51	INVESTMENT CONSULTING	$40,000

+278 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 143 May 15, 2026 reported
government clients 52 May 15, 2026 reported
institutional clients 224 May 15, 2026 reported
pension plan clients 29 May 15, 2026 reported
raum discretionary $30B May 15, 2026 reported
raum institutional $40B May 15, 2026 reported
raum total $47B May 15, 2026 reported
institutional clients 20 Mar 27, 2020 reported
pension plan clients 20 Mar 27, 2020 reported

What changed

Dec 31, 2025Consultant changedinferenceMechanical Contractors Ua Local 119 Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceUpper Peninsula Plumbers & Pipefitters Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMotion Pic. Lab. Techs and Film Editors Local 780 Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceLaborers' Local No. 17 Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceGreater Lafayette Health Services, Inc. Pension Security Plan
with this firmaskebsa.dol.gov

+10 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.