DFX Intelligence
This firm's name and 2 more advisory clients
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 California
unclassified· CA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
5
Schedule C, ACFR
Public-system clients
3
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
5 allocators
- Tennessee Consolidated Retirement System General consultantthrough Jun 30, 2025 ACFR
- TCRS Public Employee Retirement Plan General consultantthrough Jun 30, 2025 ACFR
- Houston Police Officers Pension System General consultantthrough Jun 30, 2024 ACFR
+2 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
3 rows, $159,062 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sign Pictorial & Display Industry Pension Plan | 2024 | 27 50 | NONE | $76,667 |
| Sign Pictorial & Display Industry Pension Plan | 2022 | 27 50 | NONE | $75,000 |
| Simplot Pension Plan S | 2022 | 16 27 | CONSULTANT | $7,395 |
What changed
No dated events.