DFX Intelligence
This firm's name, 100 more Schedule C rows and 17 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.
Investment consultant in Ohio
unclassified· OH
No date on record · this record
unclassified
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
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
2 allocators
- Galileo & Worldspan U.S. Legacy Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Valero Energy Corporation Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Indiana State Council of Carpenters Pension Fund Trusteethrough Mar 31, 2024
Schedule C rows
103 rows, $16.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Carpenters Labor-Management Pension Plan | 2025 | 28 | NONE | $26,181 |
| Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund | 2024 | 28 51 52 68 | NONE | $946,469 |
| Valero Energy Corporation Pension Plan | 2024 | 27 28 50 51 63 64 | NONE | $865,039 |
+100 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
- with this firmaskebsa.dol.gov
- Jun 30, 2025Holding endedinferenceInternational Union of Operating Engineers Local 14-14b Pension Fd
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+17 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.