DFX Intelligence
This firm's name and 1 more Schedule C row
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 Hawaii
Investment consultant· HI
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
54
filed Mar 30, 2026
ADV institutional RAUM
$1.5B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.58; discretionary RAUM $1.3B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Hawaii Glaziers Pension Trust Fund Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
4 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pamcah-Ua Local 675 Pension Plan | 2024 | 51 | NONE | $357,628 |
| Hawaii Glaziers Pension Trust Fund | 2024 | 27 | NONE | $51,785 |
| Pamcah-Ua Local 675 Pension Plan | 2023 | 51 | NONE | $312,675 |
+1 more Schedule C row
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 26 Mar 30, 2026 reported
- institutional clients 54 Mar 30, 2026 reported
- pension plan clients 28 Mar 30, 2026 reported
- raum discretionary $1.3B Mar 30, 2026 reported
- raum institutional $1.5B Mar 30, 2026 reported
- raum total $2.5B Mar 30, 2026 reported
What changed
No dated events.