DFX Intelligence
This firm's name, 12 more other clients and 37 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
unclassified
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
15 allocators
- Westchester Teamsters Local 456 Pension Fund Actuarythrough Dec 31, 2025
- I.B.E.W. Local 490 Pension Fund Actuarythrough May 31, 2024
- Laborers' Pension Fund of Local Union No. 186 Actuarythrough Dec 31, 2023
+12 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
40 rows, $2.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Westchester Teamsters Local 456 Pension Fund | 2025 | 11 50 | ACTUARY | $84,100 |
| Ibew Local No. 236 Pension Plan | 2024 | 11 | NONE | $107,588 |
| Uiu-Newspaper Guild of Greater Philadelphia Pension Fund | 2024 | 11 50 | NONE | $89,500 |
+37 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.