DFX Intelligence
This firm's name, 34 more other clients and 91 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 Texas
unclassified· TX
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Retirement Plan for Hourly Employees of Bancroft Bag, Inc. Investment adviser (plan)through Oct 31, 2023 Form 5500
- Diocese of Youngstown Retirement Income Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
Other roles
37 allocators
- Latham & Watkins Cash Balance Plan Trusteethrough Dec 31, 2025
- United Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trust Trusteethrough Jun 30, 2025
- BAC Local 23 North Shore Chapter Pension Fund Custodianthrough Feb 28, 2025
+34 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
94 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Latham & Watkins Cash Balance Plan | 2025 | 21 50 | TRUSTEE | $38,235 |
| Park Ohio Industries and Subsidiaries Pension Plan | 2024 | 19 50 | CUSTODIAN | $87,188 |
| Retirement Plan for Employees of Redington Fairview General Hospital | 2024 | 19 27 72 | CUSTODIAN | $69,993 |
+91 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