DFX Intelligence

This firm's name, 7 more advisory clients and 33 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

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

10 allocators

Michigan Carpenters' Pension Fund Investment adviser (plan)through Aug 31, 2025 Form 5500
Retirement Plan of the Jewish Federations of North America Investment adviser (plan)through Jun 30, 2024 Form 5500
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund Investment adviser (plan)through Mar 31, 2023 Form 5500

+7 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

36 rows, $5.1M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Desert States Employers & Ufcw Unions Pension Plan	2024	27 50	NONE	$646,212
Michigan Carpenters' Pension Fund	2024	27 50	NONE	$228,671
Western Pennsylvania Teamsters and Employers Pension Fund	2024	27 50	NONE	$212,824

+33 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