DFX Intelligence
This firm's name, 1 more advisory client and 3 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
4
Schedule C, ACFR
Public-system clients
2
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
4 allocators
- Montgomery County Employees Retirement System General consultantthrough Jun 30, 2025 ACFR
- Houston Police Officers Pension System Private equity consultantthrough Jun 30, 2024 ACFR
- Howard University Employees' Retirement Plan General consultantthrough Jun 30, 2023 Form 5500
+1 more advisory client
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
6 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Massachusetts Laborers' Pension Fund | 2024 | 27 50 | NONE | $300,000 |
| Howard University Employees' Retirement Plan | 2024 | 16 50 | CONSULTING | $162,500 |
| Massachusetts Laborers' Pension Fund | 2023 | 27 50 | NONE | $300,000 |
+3 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.