DFX Intelligence
This firm's name, 11 more other clients and 62 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 Missouri
unclassified· MO
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
- Plumbers and Pipefitters Local Union No. 45 Retirement Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
- this firm Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
14 allocators
- Greater Kansas City Laborers Pension Plan Custodianthrough Oct 31, 2025
- Kansas City Cement Masons Pension Fund Custodianthrough Jul 31, 2025
- Carpenters Pension Trust Fund of Kansas City Custodianthrough Mar 31, 2025
+11 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
65 rows, $4.7M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Teamsters Negotiated Pension Plan | 2024 | 28 | INVESTMENT MANAGER | $147,504 |
| Unite/here 74 Pension Trust Fund | 2024 | 28 | NONE | $134,637 |
| Construction Laborers Pension Trust of Greater St. | 2024 | 19 28 51 59 | NONE | $122,331 |
+62 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
- with this firmaskebsa.dol.gov