DFX Intelligence
This firm's name, 2 more other clients and 6 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 in Ohio
unclassified· OH
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
5 allocators
- Ohio Local No 1 Operative Plasterers and Cement Masons Pension Fund Custodianthrough Apr 30, 2025
- Michigan Electrical Employees' Pension Plan Custodianthrough Dec 31, 2024
- Bricklayers and Masons Local No. 22 Pension Plan Custodianthrough Oct 31, 2024
+2 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
9 rows, $149,061 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I.B.E.W. Local 38 Pension Plan | 2024 | 18 19 28 65 | CUSTODIAN | $35,145 |
| Sheet Metal Workers Local Union No. 80 Pension Fund | 2024 | 18 50 | NONE | $21,659 |
| Ohio Local No 1 Operative Plasterers and Cement Masons Pension Fund | 2024 | 19 28 51 | NONE | $10,946 |
+6 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
- Dec 31, 2024Manager relationship startedOhio Local No 1 Operative Plasterers and Cement Masons Pension Fundwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov