DFX Intelligence
This firm's name, 9 more other clients and 19 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
- Molson Coors Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Other roles
12 allocators
- Supplemental Pension Plan of Consolidated Rail Corporation Trusteethrough Jul 31, 2025
- Dresser, LLC Consolidated Salaried Retirement Plan Directed trusteethrough Dec 31, 2024
- Borgwarner Inc. Retirement Plan Trusteethrough Dec 31, 2024
+9 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
22 rows, $1.4M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Legacy Allergan, Inc. Pension Plan | 2024 | 21 50 | NONE | $252,780 |
| United Mine Workers of America 1974 Pension Plan | 2024 | 28 50 | NONE | $243,652 |
| Electron Devices Bargained Plan | 2024 | 21 | NONE | $156,585 |
+19 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