DFX Intelligence
This firm's name and 3 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
Investment consultant
No date on record · this record
Investment consultantprobable
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
31
filed May 7, 2026
ADV institutional RAUM
$1.4B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.0B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.73; discretionary RAUM $1.0B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- Rndc Hourly Warehousemen & Drivers Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
- Peerless Pump Retirement Income Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $236,130 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Peerless Pump Retirement Income Plan | 2024 | 27 50 | NONE | $50,000 |
| Rndc Hourly Warehousemen & Drivers Pension Plan | 2024 | 27 50 | INVESTMENT ADVISOR | $29,809 |
| Peerless Pump Retirement Income Plan | 2023 | 27 50 | NONE | $50,000 |
+3 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
- government clients 9 May 7, 2026 reported
- institutional clients 31 May 7, 2026 reported
- pension plan clients 22 May 7, 2026 reported
- raum discretionary $1.0B May 7, 2026 reported
- raum institutional $1.4B May 7, 2026 reported
- raum total $1.9B May 7, 2026 reported
What changed
No dated events.