DFX Intelligence
This firm's name, 23 more other clients and 77 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.
Not an allocator
Not an allocator
No date on record · this record
Not an allocator
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
26 allocators
- Hawaii Truckers-Teamsters Union Pension Plan Custodianthrough Mar 31, 2025
- Kamehameha Schools Retirement Plan Custodianthrough Jun 30, 2024
- Masons Pension Plan Custodianthrough Feb 29, 2024
+23 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
80 rows, $7.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hawaii Longshore Pension Plan | 2024 | 19 | NONE | $234,458 |
| Hotel Union and Hotel Industry of Hawaii Pension Plan | 2024 | 19 28 | CUSTODIAN/INV MANAGER | $230,945 |
| Hawaii Iron Workers' Pension Plan | 2024 | 19 28 | NONE | $210,954 |
+77 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
No dated events.