DFX Intelligence
This firm's name
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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Institutional manager
Institutional manager
No date on record · this record
Institutional managercandidate
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
21
filed Apr 1, 2025
ADV institutional RAUM
$467M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.15; discretionary RAUM $2.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Beacon Credit Union Cash Balance Defined Benefit Plan and Trust Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $49,662 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Beacon Credit Union Cash Balance Defined Benefit Plan and Trust | 2024 | 27 50 | INVESTMENT ADVISORY | $49,662 |
| Beacon Credit Union Cash Balance Defined Benefit Plan and Trust | 2022 | 27 50 | INVESTMENT ADVISORY |
Form ADV readings
- institutional clients 21 Apr 1, 2025 reported
- pension plan clients 21 Apr 1, 2025 reported
- raum discretionary $2.1B Apr 1, 2025 reported
- raum institutional $467M Apr 1, 2025 reported
- raum total $3.2B Apr 1, 2025 reported
What changed
- Dec 31, 2024Consultant changedinferenceBeacon Credit Union Cash Balance Defined Benefit Plan and Trustwith this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceBeacon Credit Union Cash Balance Defined Benefit Plan and Trustwith this firmaskebsa.dol.gov