DFX Intelligence
This firm's name and 9 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
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
50
filed Mar 31, 2026
ADV institutional RAUM
$5.4B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.5B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.99; discretionary RAUM $2.5B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
- MFA Employees Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Okuma America Corporation Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- MFA Incorporated Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- ORA Orthopedics, P.C. Cash Balance Plan Actuarythrough Dec 31, 2022
Schedule C rows
12 rows, $169,186 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Okuma America Corporation Pension Plan | 2024 | 27 50 | NONE | $23,186 |
| MFA Incorporated Retirement Plan | 2024 | 27 | SERVICE PROVIDER | $15,431 |
| MFA Employees Retirement Plan | 2024 | 27 | SERVICE PROVIDER | $12,554 |
+9 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
- institutional clients 50 Mar 31, 2026 reported
- pension plan clients 50 Mar 31, 2026 reported
- raum discretionary $2.5B Mar 31, 2026 reported
- raum institutional $5.4B Mar 31, 2026 reported
- raum total $5.4B Mar 31, 2026 reported
What changed
No dated events.