DFX Intelligence
This firm's name 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 in Wisconsin
Investment consultant· Brookfield, WI
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
80
filed Mar 27, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
- Reinhart Boerner van Deuren S.C. Retirement Income Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Kohler Co. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Gehl Company Retirement Income Plan B Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $212,628 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Kohler Co. Pension Plan | 2024 | 27 | NONE | $28,026 |
| Kohler Co. Pension Plan | 2023 | 27 | NONE | $59,547 |
| Gehl Company Retirement Income Plan B | 2023 | 27 50 51 | NONE | $11,757 |
+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.
Form ADV readings
- institutional clients 80 Mar 27, 2026 reported
- pension plan clients 80 Mar 27, 2026 reported
What changed
No dated events.