DFX Intelligence

This firm's name, 60 more advisory clients, 9 more other clients, 211 more Schedule C rows and 35 more dated events

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.

OCIO

No date on record · this record

OCIOprobable

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

106

filed Jul 30, 2026

ADV institutional RAUM

$62B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$54B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.99; discretionary RAUM $54B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

63 allocators

Navy Federal Credit Union Employees' Retirement Plan Pension consultantthrough Dec 31, 2025 Form 5500
Spencer Savings Bank, Sla Employees' Pension Plan Investment adviser (plan)through Oct 8, 2025 Form 5500
Pepsico Employees Retirement Plan I Investment adviser (plan)Pension consultantthrough Dec 31, 2024 Form 5500

+60 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.

Other roles

12 allocators

Semco Energy, Inc. Union Employees' Retirement Plan Actuarythrough Dec 31, 2024
C & J Clark Company Pension Plan Actuarythrough Dec 31, 2024
Semco Energy, Inc. Non-Union Employees' Retirement Plan Actuarythrough Dec 31, 2024

+9 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

214 rows, $63.7M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Navy Federal Credit Union Employees' Retirement Plan	2025	17 27 28 50 51	NONE	$118,797
Time Warner Cable Pension Plan	2024	11 16 28 50 51	NONE	$2.5M
Retirement Plan for Hospital Employees	2024	27 50	NONE	$1.6M

+211 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 106 Jul 30, 2026 reported
pension plan clients 106 Jul 30, 2026 reported
raum discretionary $54B Jul 30, 2026 reported
raum institutional $62B Jul 30, 2026 reported
raum total $63B Jul 30, 2026 reported

What changed

Dec 31, 2025Manager relationship startedNavy Federal Credit Union Employees' Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2025Consultant changedinferenceSpencer Savings Bank, Sla Employees' Pension Plan
with this firmaskebsa.dol.gov
Sep 30, 2025Holding startedAmsted Industries Incorporated Defined Benefit Pension Plan
with this firm$11.1Maskebsa.dol.gov
Sep 30, 2025Holding endedinferenceAmsted Industries Incorporated Defined Benefit Pension Plan
with this firm$21.4Maskebsa.dol.gov
Sep 30, 2025Holding endedinferenceAmsted Industries Incorporated Defined Benefit Pension Plan
with this firm$20.5Maskebsa.dol.gov

+35 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.