DFX Intelligence

This firm's name, 11 more advisory clients and 33 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 Tennessee

unclassified· TN

No date on record · this record

unclassified

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

14 allocators

Florida Trowel Trades Pension Trust Fund General consultantthrough Dec 31, 2024 Form 5500
Tri-State Carpenters and Joiners Pension Trust Fund General consultantthrough Dec 31, 2024 Form 5500
Sheet Metal Workers Local 85 Pension Fund General consultantPension consultantthrough Dec 31, 2024 Form 5500

+11 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.

Schedule C rows

36 rows, $3.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Tri-State Carpenters and Joiners Pension Trust Fund	2024	14 15 16	NONE	$381,982
NEW Orleans Electrical Pension Fund	2024	14 16	NONE	$163,688
Plumbers & Pipefitters Local Union No. 572 Pension Fund	2024	14 16	NONE	$136,157

+33 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