DFX Intelligence

This firm's name, 2 more advisory clients, 49 more Schedule C rows and 3 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 Florida

unclassified· FL

No date on record · this record

unclassified

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

5 allocators

Iuoe Local 30 Pension Fund Investment adviser (plan)through Dec 31, 2025 Form 5500
Elevator Division Retirement Benefit Plan Investment adviser (plan)through Oct 31, 2025 Form 5500
Hawaii Electricians Pension Plan General consultantthrough Sep 30, 2023 Form 5500

+2 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

Schedule C rows

52 rows, $5.1M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Iuoe Local 30 Pension Fund	2025	27 51	NONE	$93,752
Hawaii Electricians Pension Plan	2024	28	NONE	$349,999
Minnesota Laborers Pension Fund	2024	28 51	NONE	$292,497

+49 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

Dec 31, 2024Consultant changedinferenceElevator Division Retirement Benefit Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedMinnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceCatv Industry-Ibew Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferencePipe Trades District Council No 36 Pension Trust
with this firmaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceMinnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund
White Star Advisors no longer appears on Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with this firmaskebsa.dol.gov

+3 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.