DFX Intelligence
This firm's name, 8 more Schedule C rows and 1 more dated event
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
3
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
3 allocators
- Electricians Pension Plan, Ibew 995 Investment adviser (plan)through Sep 30, 2025 Form 5500
- Ravenswood Represented Employee Defined Benefit Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Ethosenergy Pension Plan for Union Employees Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
11 rows, $691,814 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Wellstar Health System, Inc. Pension Plan | 2024 | 28 51 | NONE | $304,860 |
| I.B.E.W. Local 456 Pension Plan | 2024 | 28 51 | NONE | $113,645 |
| Genuine Parts Company Pension Plan | 2024 | 28 51 | NONE | $110,932 |
+8 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 firmaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.