DFX Intelligence
This firm's name, 1 more other client and 4 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
0
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
No advisory client relationship on the tape.
Other roles
4 allocators
- this firm Custodianthrough Jun 30, 2025
- Major League Baseball Pension Plan for Non-Uniformed Personnel Trusteethrough Dec 31, 2024
- SAN Diego Electrical Pension Plan Trusteethrough Sep 30, 2023
+1 more 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
7 rows, $223,672 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Schaeffler Group USA Inc. Pension Plan | 2024 | 21 50 | TRUSTEE | $60,164 |
| this firm | 2024 | 19 49 50 51 52 | NONE | $30,195 |
| SAN Diego Electrical Pension Plan | 2024 | 21 28 | TRUSTEE (BANK/INVESTMENT | $25,484 |
+4 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.