DFX Intelligence
This firm's name and 7 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 in New York
unclassified· NY
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
1
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
1 allocator
- Texas County and District Retirement System General consultantthrough Mar 19, 2025 Board minutes
Other roles
3 allocators
- Local 805 Pension & Retirement Fund Trusteethrough Mar 31, 2024
- Teleflex Incorporated Retirement Income Plan Actuarythrough Dec 31, 2022
- Pearson Inc. Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
10 rows, $4.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Teleflex Incorporated Retirement Income Plan | 2024 | 11 13 50 | NONE | $1.5M |
| Pearson Inc. Pension Plan | 2024 | 21 50 | NONE | $388,565 |
| Iron Workers Pension Plan | 2024 | 28 51 | NONE | $119,661 |
+7 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 firmtcdrs.org
- with this firmaskebsa.dol.gov