DFX Intelligence

This firm's name, 3 more advisory clients and 18 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 Massachusetts

unclassified· MA

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

6 allocators

Pension Plan for Employees of St. Lukes Hospital of Duluth Investment adviser (plan)through Dec 31, 2024 Form 5500
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund Investment adviser (plan)through Dec 31, 2023 Form 5500
C&s Consolidated Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

+3 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

1 allocator

Schedule C rows

21 rows, $1.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The Toledo Newspaper Unions Blade Pension Plan	2025	21	INVESTMENT ADVISOR	$35,357
Pension Plan for Employees of St. Lukes Hospital of Duluth	2024	27 50	INV ADVISOR	$224,336
The Knoll Pension Plan	2024	27 50	NONE	$189,022

+18 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