DFX Intelligence
This firm's name and 3 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.
Institutional manager
Institutional manager
No date on record · this record
Institutional managerprobable
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
58
filed May 4, 2026
ADV institutional RAUM
$4.4B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$4.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.10; discretionary RAUM $4.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- Pension Plan for Employees of United Way, Inc. Pension consultantthrough Jun 30, 2023 Form 5500
- O'Melveny & Myers LLP Cash Balance Plan Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $648,396 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| O'Melveny & Myers LLP Cash Balance Plan | 2024 | 17 27 71 | INVESTMENT ADVISOR | $192,536 |
| Pension Plan for Employees of United Way, Inc. | 2024 | 17 27 50 | NONE | $44,576 |
| O'Melveny & Myers LLP Cash Balance Plan | 2023 | 17 27 71 | INVESTMENT ADVISOR | $174,674 |
+3 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 May 4, 2026 reported
- institutional clients 58 May 4, 2026 reported
- pension plan clients 1 May 4, 2026 reported
- raum discretionary $4.1B May 4, 2026 reported
- raum institutional $4.4B May 4, 2026 reported
- raum total $46B May 4, 2026 reported
What changed
No dated events.