DFX Intelligence
This firm's name, 18 more other clients and 54 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
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
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
No advisory client relationship on the tape.
Other roles
21 allocators
- Gsc-Ila Local 1303 Pension Plan Actuarythrough Sep 30, 2025
- Mssa-Ila Local 1985 Maintenance Employees' Pension Plan & Trust Actuarythrough Sep 30, 2025
- Insulators Local Union Number 112 Pension Trust Fund Actuarythrough Jun 30, 2024
+18 more 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
57 rows, $105,210 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| M.s.s.a.-I.l.a. Pension Plan | 2024 | 11 | NONE | $37,660 |
| Plumbers & Pipefitters Local 152 Pension Tr Fund | 2024 | 11 50 | NONE | $17,000 |
| Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan | 2024 | 11 | NONE | $3,600 |
+54 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
No dated events.