DFX Intelligence
This firm's name, 4 more advisory clients and 16 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.
OCIO in North Carolina
OCIO· NC
No date on record · this record
OCIOprobableDC plan focus
No date on record · this record
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
3,804
filed Sep 28, 2026
ADV institutional RAUM
$1.13T
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$320B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.92; discretionary RAUM $320B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
7 allocators
- Ochsner Clinic Foundation Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Suburban Manufacturing Company Retirement Plan for Bargaining Employees Investment adviser (plan)through Apr 30, 2024 Form 5500
- Sheet Metal Workers' National Pension Fund Investment adviser (plan)Pension consultantthrough Dec 31, 2023 Form 5500
+4 more advisory 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
19 rows, $1.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ochsner Clinic Foundation Retirement Plan | 2024 | 27 50 | NONE | $894,417 |
| DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap) | 2024 | 17 27 | SERVICE PROVIDER | $110,500 |
| Protective Life Corporation Pension Plan | 2024 | 27 50 | FINANCIAL ADVISOR | $108,000 |
+16 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 232 Sep 28, 2026 reported
- government clients 49 Sep 28, 2026 reported
- institutional clients 3,804 Sep 28, 2026 reported
- pension plan clients 3,523 Sep 28, 2026 reported
- raum discretionary $320B Sep 28, 2026 reported
- raum institutional $1.13T Sep 28, 2026 reported
- raum total $1.24T Sep 28, 2026 reported
- charity clients 232 May 27, 2026 reported
- government clients 49 May 27, 2026 reported
- institutional clients 3,804 May 27, 2026 reported
- pension plan clients 3,523 May 27, 2026 reported
- raum discretionary $320B May 27, 2026 reported
- raum institutional $1.13T May 27, 2026 reported
- raum total $1.24T May 27, 2026 reported
What changed
- with this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSuburban Manufacturing Company Retirement Plan for Bargaining Employeeswith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov