DFX Intelligence

This firm's name, 2 more other clients, 167 more Schedule C rows and 13 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 in New York

OCIO· New York, NY

No date on record · this record

OCIOprobable

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

266

filed Aug 27, 2026

ADV institutional RAUM

$913B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$1.59T

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.57; discretionary RAUM $1.59T. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

1 allocator

Foster Farms Group Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

Other roles

5 allocators

Central States, Southeast & Southwest Areas Pension Plan Named fiduciaryCustodianthrough Dec 31, 2024
Pacific Gas and Electric Company Retirement Plan Trusteethrough Dec 31, 2022
Owens Corning Merged Retirement Plan Trusteethrough Dec 31, 2022

+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

170 rows, $89.7M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Paccar Inc Retirement Plan	2025	28 50 51	INVESTMENT MANAGER	$520,367
National Electrical Benefit Fund	2025	28 50 51	NONE	$308,879
Genuine Parts Company Pension Plan	2025	28 50 51	NONE	$64,513

+167 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 58 Aug 27, 2026 reported
government clients 54 Aug 27, 2026 reported
institutional clients 266 Aug 27, 2026 reported
pension plan clients 154 Aug 27, 2026 reported
raum discretionary $1.59T Aug 27, 2026 reported
raum institutional $913B Aug 27, 2026 reported
raum total $1.60T Aug 27, 2026 reported

What changed

Dec 31, 2024Manager relationship endedinferenceDresser, LLC Consolidated Salaried Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceCentral States, Southeast & Southwest Areas Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceJpmorgan Chase Retirement Plan
Quellos Private Cap II no longer appears on Jpmorgan Chase Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceConstruction Industry and Laborers Joint Pension Trust for So Nevada, Plan a
with this firmaskebsa.dol.gov

+13 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.