DFX Intelligence

This firm's name, 84 more other clients, 243 more Schedule C rows and 15 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

Schedule C, ACFR

Public-system clients

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

Unite Here Local 25 and Hotel Association of Washington, Dc Pension Plan CustodianDiscretionary trusteeInvestment adviser (plan)through Dec 31, 2024 Form 5500
NFL Player Cash Balance Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
American College of Surgeons Staff Members' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

Other roles

87 allocators

+84 more 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

246 rows, $14.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Pension Plan of Local 464a	2025	19		$231,145
Western PA Electrical Employees Pension Trust Fund	2025	19 50 72	NONE	$73,592
NEW York-New Jersey Amalgamated Pension Plan for Acme Employees	2025	19	NONE	$32,432

+243 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 startedNorthwest Ironworkers Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferencePension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceNational Integrated Group Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMSA Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedNFL Player Cash Balance Plan
PNC Capital Advisors, LLC appears on NFL Player Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov

+15 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.