DFX Intelligence
This firm's name, 4 more other clients and 11 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
5
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
- Meredith Employees Retirement Income Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Other roles
7 allocators
- Alaska Public Employees Retirement System (PERS-DB) Custodianthrough Sep 17, 2025
- Tennessee Consolidated Retirement System Custodianthrough Jun 30, 2025
- Minnesota State Board of Investment Custodianthrough Jun 30, 2025
+4 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
14 rows, $498,428 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Norton Rose Fulbright US LLP Pension Plan | 2024 | 28 | INVESTMENT MGNT | $39,309 |
| Meredith Employees Retirement Income Plan | 2024 | 27 50 | INVESTMENT ADVISORY | $13,258 |
| Local Union 786 Building Material Pension Fund | 2024 | 28 51 | NONE | $10,019 |
+11 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 firmtreasury.dor.alaska.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov