DFX Intelligence
This firm's name, 2 more advisory clients and 9 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 in New Jersey
Investment consultant· NJ
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
5
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
103
filed Mar 11, 2026
ADV institutional RAUM
$30B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.65; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
5 allocators
- Defined Benefit Plan for Employees of Catholic Social Services of the Diocese of Scranto Investment adviser (plan)through Jun 30, 2024 Form 5500
- The Atlanticare Health System, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- National Association of Mutual Insurance Companies Defined Benefit Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+2 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.
Schedule C rows
12 rows, $350,504 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Atlanticare Health System, Inc. Pension Plan | 2024 | 27 50 | NONE | $90,840 |
| Bear River Mutual Insurance Company Defined Benefit Plan | 2024 | 27 50 | NONE | $16,637 |
| NEW Jersey Hospital Association Cash Balance Plan | 2024 | 27 50 | NONE | $8,186 |
+9 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 66 Mar 11, 2026 reported
- institutional clients 103 Mar 11, 2026 reported
- pension plan clients 37 Mar 11, 2026 reported
- raum institutional $30B Mar 11, 2026 reported
- raum total $46B Mar 11, 2026 reported
What changed
- Dec 31, 2023Consultant changedinferenceNational Association of Mutual Insurance Companies Defined Benefit Planwith this firmaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceDefined Benefit Plan for Employees of Catholic Social Services of the Diocese of Scrantowith this firmaskebsa.dol.gov