DFX Intelligence

This firm's name, 126 more advisory clients, 329 more Schedule C rows and 35 more dated events

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.

OCIO

No date on record · this record

OCIOprobable

No date on record · this record

Advisory clients on the tape

128

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

322

filed Sep 22, 2026

ADV institutional RAUM

$121B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$153B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.80; discretionary RAUM $153B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

129 allocators

Texas Municipal Retirement System General consultantthrough Dec 31, 2025 ACFR
Pennsylvania State Employees Retirement System Real estate consultantthrough Dec 31, 2025 ACFR
Local 854 Pension Fund Investment adviser (plan)Pension consultantthrough Aug 31, 2025 Form 5500

+126 more advisory 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.

Other roles

2 allocators

Phibro Animal Health Corporation Pension Plan Custodianthrough Jun 30, 2023
Teamsters Local 237 Welfare Fund Pension Plan Custodianthrough Dec 31, 2022

Schedule C rows

332 rows, $59.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Kodak Retirement Income Plan	2024	16 50	NONE	$2.1M
Bert Bell/pete Rozelle Nfl Player Retirement Plan	2024	27 51	NONE	$1.6M
Western Connecticut Health Network Pension Plan	2024	17 50	CONSULTING	$922,504

+329 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.

Form ADV readings

charity clients 84 Sep 22, 2026 reported
government clients 73 Sep 22, 2026 reported
institutional clients 322 Sep 22, 2026 reported
pension plan clients 165 Sep 22, 2026 reported
raum discretionary $153B Sep 22, 2026 reported
raum institutional $121B Sep 22, 2026 reported
raum total $153B Sep 22, 2026 reported
charity clients 84 Jul 22, 2026 reported
government clients 73 Jul 22, 2026 reported
institutional clients 322 Jul 22, 2026 reported
pension plan clients 165 Jul 22, 2026 reported
raum discretionary $153B Jul 22, 2026 reported
raum institutional $121B Jul 22, 2026 reported
raum total $153B Jul 22, 2026 reported

What changed

Dec 31, 2024Consultant changedinferenceThe Cultural Institutions Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceUmass Memorial Health Care Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceMetallus Inc. Bargaining Unit Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedHighmark Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceTimkensteel Corporation Retirement Plan
with this firmaskebsa.dol.gov

+35 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.