DFX Intelligence
This firm's name, 10 more other 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
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
- Wabtec Consolidated Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
13 allocators
- Operating Eng Cons Ind Misc. Pension Fund Custodianthrough Dec 31, 2025
- Iron Workers Pension Plan of Western Pennsylvania Custodianthrough Dec 31, 2024
- Retirement Plan for Employees of the Burnham Group Trusteethrough Nov 30, 2024
+10 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
36 rows, $2.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Operating Eng Cons Ind Misc. Pension Fund | 2025 | 19 28 51 52 62 | NONE | $81,607 |
| Wabtec Consolidated Pension Plan | 2024 | 27 | INVESTMENT ADVISOR | $178,917 |
| Monongalia Health System, Inc. Retirement Plan | 2024 | 21 28 50 51 | NONE | $150,334 |
+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
No dated events.