DFX Intelligence
This firm's name, 27 more Schedule C rows and 4 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.
Investment consultant in Pennsylvania
unclassified· PA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
- Local 1102 Retirement Trust Investment adviser (plan)through Dec 31, 2025 Form 5500
- Houston Hospitals, Inc. Retirement Plan Investment adviser (plan)through Feb 28, 2023 Form 5500
Other roles
1 allocator
- Wakemed Pension Plan Trusteethrough Dec 31, 2023
Schedule C rows
30 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Operating Eng Cons Ind Misc. Pension Fund | 2025 | 28 51 | NONE | $183,364 |
| Storeworkers Retirement Plan | 2025 | 28 51 68 | NONE | $94,784 |
| Mechanical Contractors Ua Local 119 Pension Plan | 2025 | 28 | INVESTMENT MANAGER | $12,396 |
+27 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
- CS Mckee appears on Operating Eng Cons Ind Misc. Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)with this firmaskebsa.dol.gov
- CS Mckee Advisors, LLC appears on Local 1102 Retirement Trust's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedSouthern California Ufcw Unions and Food Employers Joint Pension Trust FundCS Mckee appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
+4 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.