DFX Intelligence

This firm's name, 4 more advisory clients, 91 more Schedule C rows and 11 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

7 allocators

Thomas & Betts Corporation Pension Plan for Bargaining Unit Employees Investment adviser (plan)through Nov 30, 2023 Form 5500
ABB Inc. Merged Pension Plan Investment adviser (plan)through Nov 30, 2023 Form 5500
ABB Inc. Pension Plan of Fischer & Porter Company Investment adviser (plan)through Dec 31, 2022 Form 5500

+4 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.

Other roles

1 allocator

Schedule C rows

94 rows, $32.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Operating Eng Cons Ind Misc. Pension Fund	2025	28 51 68	NONE	$216,970
The Travelers Pension Plan	2024	28 51	NONE	$3.5M
DOW Employees' Pension Plan	2024	28 50 51 52 68	NONE KNOWN	$2.1M

+91 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 endedinferencePainters and Allied Trades District Council No. 35 Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceGeorgia Stevedore Association International Longshoremen's Association Pension Plan
NB Private Debt Fund IV (a) LP no longer appears on Georgia Stevedore Association International Longshoremen's Association Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceBradford White Corporation Uaw Retirement Income Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedCNA Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceClub Pension Plan
with this firmaskebsa.dol.gov

+11 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.