DFX Intelligence
This firm's name, 13 more advisory clients and 36 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.
OCIO
OCIO
No date on record · this record
OCIOprobable
No date on record · this record
Advisory clients on the tape
16
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
53
filed Apr 19, 2024
ADV institutional RAUM
$7.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$7.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $7.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
16 allocators
- The Retirement Plan of Rady Childrens Hospital and Health Center Pension consultantthrough Jun 30, 2024 Form 5500
- Hasler, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- National-Oilwell Defined Benefit Pension Plan Investment adviser (plan)General consultantthrough Dec 31, 2023 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.
Schedule C rows
39 rows, $891,037 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Kennametal Inc. Retirement Income Plan | 2024 | 17 50 | CONSULTING | $57,635 |
| Robertson-Ceco Corporation Master Pension Plan | 2024 | 17 27 | NONE | $39,305 |
| Vorys, Sater, Seymour and Pease LLP Cash Balance Pension Plan | 2024 | 28 50 51 | NONE | $33,765 |
+36 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
- institutional clients 53 Apr 19, 2024 reported
- pension plan clients 53 Apr 19, 2024 reported
- raum discretionary $7.1B Apr 19, 2024 reported
- raum institutional $7.1B Apr 19, 2024 reported
- raum total $7.1B Apr 19, 2024 reported
What changed
- Dec 31, 2024Consultant changedinferenceThe Retirement Plan of Rady Childrens Hospital and Health Centerwith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMountain States Employers Council, Inc. Pension Plan and Trustwith this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceThe Retirement Plan of Rady Childrens Hospital and Health Centerwith this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePension Plan for Bargaining Group Hourly Employees of the Cambridge, Ohio Plant of Bluescope Coated Products, LLCwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov