DFX Intelligence
This firm's name, 3 more other clients and 16 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
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
- Defined Benefit Plan of Rochester Presbyterian Home Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
6 allocators
- Western PA Electrical Employees Pension Trust Fund Custodianthrough Dec 31, 2025
- Allied Aviation New York Services Pension Plan Custodianthrough Jun 30, 2023
- Hopes Windows, Inc. Pension Plan for Shopmens Local 470 Named fiduciarythrough May 31, 2023
+3 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
19 rows, $1.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Western PA Electrical Employees Pension Trust Fund | 2025 | 19 50 51 | NONE | $155,378 |
| Allied Aviation New York Services Pension Plan | 2024 | 19 | TRUSTEE | $178,938 |
| Western PA Electrical Employees Pension Trust Fund | 2024 | 19 50 51 | NONE | $135,121 |
+16 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