DFX Intelligence

This firm's name, 1 more advisory client and 2 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

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

4 allocators

Sheet Metal Workers' National Pension Fund Pension consultantthrough Dec 31, 2024 Form 5500
United Mine Workers of America 1974 Pension Plan General consultantthrough Jun 30, 2024 Form 5500
Operating Engineers Pension Trust General consultantthrough Jun 30, 2023 Form 5500

+1 more advisory client

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

5 rows, $37,179 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Sheet Metal Workers' National Pension Fund	2024	17	NONE	$12,848
Teamsters Pension Trust Fund of Philadelphia & Vic	2023	17 50	NONE	$5,499
United Mine Workers of America 1974 Pension Plan	2023	16 50	NONE	$5,418

+2 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