DFX Intelligence
This firm's name, 17 more other clients and 109 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
- Plumbers & Steamfitters Pension Fund Local Union 373 General consultantthrough Dec 31, 2022 Form 5500
Other roles
20 allocators
- Local 298 Pension Fund Actuarythrough Dec 31, 2024
- Composition Roofers Local #4 Pension Plan Actuarythrough Oct 31, 2023
- Construction & General Laborers' Local 190 Pension Fund Actuarythrough Jul 31, 2023
+17 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
112 rows, $2.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 1430 I.B.E.W. Pension Fund | 2025 | 11 | NONE | $10,000 |
| Local 1430 I.B.E.W. Pension Fund | 2025 | 11 | enrolled actuary | |
| Pension Fund Local 445 | 2024 | 11 51 | NONE | $89,400 |
+109 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
No dated events.