DFX Intelligence
This firm's name, 174 more Schedule C rows and 16 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 in Massachusetts
unclassified· MA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- University Hospitals Health System, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Berklee College of Music, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Other roles
1 allocator
- Building Trades United Pension Trust Fund Milwaukee and Vicinity Custodianthrough May 31, 2023
Schedule C rows
177 rows, $110M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Navy Federal Credit Union Employees' Retirement Plan | 2025 | 51 68 | NONE | $447,961 |
| Children's Hospital Corporation Pension Plan | 2025 | 51 | NONE | $279,000 |
| Jpmorgan Chase Retirement Plan | 2024 | 28 51 52 68 | NONE | $2.8M |
+174 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBuilding Trades United Pension Trust Fund Milwaukee and Vicinitywith this firmaskebsa.dol.gov
+16 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.