DFX Intelligence
This firm's name, 3 more advisory clients and 15 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 Iowa
Investment consultant· IA
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
34
filed Aug 24, 2026
ADV institutional RAUM
$2.2B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.79; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
- Neca Local 145 Ibew Pension Fund Investment adviser (plan)through Aug 31, 2023 Form 5500
- East Central Illinois Pipe Trades Pension Fund Investment adviser (plan)through Jul 31, 2023 Form 5500
- Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan General consultantthrough Apr 30, 2023 Form 5500
+3 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
18 rows, $630,717 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Plumbers & Pipefitters Local No. 25 Pension Fund | 2024 | 27 | NONE | $66,000 |
| Steamfitters Local Union No. 464 Pension Plan | 2024 | 17 | NONE | $34,000 |
| Neca Local 145 Ibew Pension Fund | 2024 | 27 | NONE | $33,500 |
+15 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
- charity clients 6 Aug 24, 2026 reported
- institutional clients 34 Aug 24, 2026 reported
- pension plan clients 28 Aug 24, 2026 reported
- raum institutional $2.2B Aug 24, 2026 reported
- raum total $2.8B Aug 24, 2026 reported
What changed
No dated events.