DFX Intelligence
This firm's name, 2 more other clients and 11 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 Wisconsin
unclassified· WI
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
5 allocators
- Weyco Group, Inc. Pension Plan Trusteethrough Dec 31, 2025
- Froedtert Hospital Retirement Plan for Certain Former Milwaukee County Employees Trusteethrough Dec 31, 2023
- BAC Local Union 15 Pension Fund Custodianthrough Mar 31, 2023
+2 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
14 rows, $344,520 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Weyco Group, Inc. Pension Plan | 2025 | 21 | NONE | |
| Pension Plan of Debevoise & Plimpton LLP | 2024 | 21 50 51 | NONE | $44,265 |
| Community Memorial Hospital Retirement Plan | 2024 | 21 | NONE | $11,958 |
+11 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