DFX Intelligence
This firm's name, 3 more advisory clients and 10 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
Investment consultant
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
252
filed Mar 30, 2026
ADV institutional RAUM
$8.0B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$181M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.76; discretionary RAUM $181M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
- Enstar Natural Gas Company, LLC Retirement Plan for Non-Union Employees Investment adviser (plan)through Dec 31, 2023 Form 5500
- Enstar Natural Gas Company Retirement Plan for Operating and Clerical Unit Employees Investment adviser (plan)through Dec 31, 2023 Form 5500
- Henniges Automotive Consolidated Pension Plan Pension consultantthrough Nov 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
13 rows, $510,394 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Semco Energy, Inc. Non-Union Employees' Retirement Plan | 2024 | 27 | INVESTMENT ADVISOR | $60,723 |
| Semco Energy, Inc. Union Employees' Retirement Plan | 2024 | 27 | INVESTMENT ADVISOR | $32,726 |
| Enstar Natural Gas Company Retirement Plan for Operating and Clerical Unit Employees | 2024 | 27 50 | NONE | $10,722 |
+10 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 57 Mar 30, 2026 reported
- government clients 2 Mar 30, 2026 reported
- institutional clients 252 Mar 30, 2026 reported
- pension plan clients 193 Mar 30, 2026 reported
- raum discretionary $181M Mar 30, 2026 reported
- raum institutional $8.0B Mar 30, 2026 reported
- raum total $10B Mar 30, 2026 reported
What changed
No dated events.