DFX Intelligence
This firm's name, 90 more Schedule C rows and 12 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.
Investment consultant
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
- Bemis Manufacturing Company Employees Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Employees' Retirement Plan of Acf Industries, LLC Investment adviser (plan)through Jan 31, 2023 Form 5500
- SUN Health Corporation Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Retirement Plan for Employees of United Supermarkets, L.L.C. Actuarythrough Dec 31, 2022
Schedule C rows
93 rows, $23.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| IBM Personal Pension Plan | 2024 | 28 | PARTY-ININTEREST | $1.6M |
| National Elevator Industry Pension Plan | 2024 | 28 51 68 71 | NONE | $1.2M |
| COX Enterprises, Inc. Pension Plan | 2024 | 28 50 | NONE | $1.1M |
+90 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
- Dec 31, 2024Manager relationship endedinferenceNBA Pension Plan for Coaches, Assistant Coaches and Trainerswith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSouthern California Ufcw Unions and Food Employers Joint Pension Trust Fundwith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceConstruction Industry and Laborers Joint Pension Trust for So Nevada, Plan awith this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceTransit Management of Southeast Louisiana, Inc. Retirement Income PlanWells Capital Management no longer appears on Transit Management of Southeast Louisiana, Inc. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+12 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.