DFX Intelligence
This firm's name, 33 more other clients and 163 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
36 allocators
- Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan Actuarythrough Dec 31, 2025
- Sheet Metal Workers Local 194 Industrial Pension Fund Actuarythrough Dec 31, 2024
- Local 351 Ibew Pension Plan Actuarythrough Dec 31, 2024
+33 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
166 rows, $6.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan | 2025 | 11 50 | NONE | $25,000 |
| Eastern Atlantic States Carpenters Pension Fund | 2024 | 11 50 | NONE | $310,134 |
| IBT Consolidated Pension Plan | 2024 | 11 17 | NONE | $170,105 |
+163 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov