DFX Intelligence

This firm's name, 62 more advisory clients, 150 more Schedule C rows and 10 more dated events

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

No date on record · this record

OCIOprobable

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

302

filed Aug 10, 2026

ADV institutional RAUM

$9.3B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$8.9B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.93; discretionary RAUM $8.9B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

65 allocators

Maryland State Retirement and Pension System General consultantthrough Mar 17, 2026 Board minutes
Massachusetts Pension Reserves Investment Management Board General consultantthrough Feb 26, 2026 Board minutes
Iuoe Local 98 Pension Plan Investment adviser (plan)through Dec 31, 2025 Form 5500

+62 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.

Other roles

1 allocator

The New York State Nurses Association Employees' Pension Plan Trusteethrough Jul 31, 2023

Schedule C rows

153 rows, $38.3M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Iuoe Local 98 Pension Plan	2025	27 50	NONE	$136,700
32bj North Pension Fund	2025	27 50	NONE	$127,000
Massachusetts Service Employees' Pension Fund	2025	27 50	NONE	$97,500

+150 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 32 Aug 10, 2026 reported
government clients 125 Aug 10, 2026 reported
institutional clients 302 Aug 10, 2026 reported
pension plan clients 145 Aug 10, 2026 reported
raum discretionary $8.9B Aug 10, 2026 reported
raum institutional $9.3B Aug 10, 2026 reported
raum total $10.0B Aug 10, 2026 reported

What changed

Mar 17, 2026Consultant changedMaryland State Retirement and Pension System
with this firmsra.maryland.gov
Feb 26, 2026Consultant changedMassachusetts Pension Reserves Investment Management Board
with this firmmapension.com
Dec 31, 2024Consultant changedinferenceIbew Local 150 Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceThe Retirement Plan of Rady Childrens Hospital and Health Center
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceRoofers Union Local No.33 Pension Fund
with this firmaskebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.