DFX Intelligence

This firm's name, 183 more advisory clients, 397 more Schedule C rows and 33 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

186

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

filed Aug 6, 2026

ADV institutional RAUM

$44B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$13B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.89; discretionary RAUM $13B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

186 allocators

International Brotherhood of Teamsters Union Local 710 Pension Fund Investment adviser (plan)Pension consultantthrough Dec 31, 2025 Form 5500
Central Iowa Carpenters Pension Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
National Electrical Benefit Fund Investment adviser (plan)through Dec 31, 2025 Form 5500

+183 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

2 allocators

The Toledo Newspaper Unions Blade Pension Plan Trusteethrough Dec 31, 2025
Plumbers & Pipefitters Local No 189 Pension Plan Custodianthrough Mar 31, 2024

Schedule C rows

400 rows, $52.3M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
National Electrical Benefit Fund	2025	27 50	NONE	$410,875
Pipeline Industry Pension Fund	2025	27 50	NONE	$323,454
International Brotherhood of Teamsters Union Local 710 Pension Fund	2025	27	NONE	$303,314

+397 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

charity clients 4 Aug 6, 2026 reported
government clients 6 Aug 6, 2026 reported
institutional clients 84 Aug 6, 2026 reported
pension plan clients 74 Aug 6, 2026 reported
raum discretionary $13B Aug 6, 2026 reported
raum institutional $44B Aug 6, 2026 reported
raum total $50B Aug 6, 2026 reported

What changed

Dec 31, 2025Consultant changedinferenceLocal 807 Labor Management Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceGraphic Arts Industry Joint Pension Trust
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceUnited Association National Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceNEW England Teamsters Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceLocal 807 Labor Management Pension Fund
with this firmaskebsa.dol.gov

+33 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.