DFX Intelligence
This firm's name, 2 more other clients and 8 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 Oregon
unclassified· OR
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
- Teamsters Local No. 35 Pension Plan Custodianthrough Dec 31, 2025
- Iron Workers District Council of So Oh & Vicinity Pension Trust Custodianthrough Jan 31, 2024
- Carpenters & Millwrights of Houston Vicinity Pension Fund Custodianthrough Jun 30, 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
11 rows, $307,460 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Iron Workers District Council of So Oh & Vicinity Pension Trust | 2024 | 10 19 50 59 99 | NONE | $57,992 |
| Idaho Operating Engineers Employers Pension Plan | 2024 | 19 50 | NONE | $29,335 |
| Teamsters Local No. 35 Pension Plan | 2024 | 15 19 21 28 51 62 71 | NONE | $10,916 |
+8 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.