DFX Intelligence
This firm's name, 1 more other client and 1 more Schedule C row
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
4 allocators
- Trinity Episcopal School Corporation Defined Benefit Plan Actuarythrough Aug 31, 2025
- Amherst College Staff Retirement Plan Actuarythrough Jun 30, 2025
- Brown University Dining Services and Facilities Management Employees Pension Plan Actuarythrough Jun 30, 2025
+1 more client
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
4 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Amherst College Staff Retirement Plan | 2024 | 11 | enrolled actuary | |
| Brown University Dining Services and Facilities Management Employees Pension Plan | 2024 | 11 | enrolled actuary | |
| Trinity Episcopal School Corporation Defined Benefit Plan | 2024 | 11 | enrolled actuary |
+1 more Schedule C row
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.