DFX Intelligence

This firm's name, 9 more advisory clients, 22 more Schedule C rows and 1 more dated event

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.

Institutional manager

No date on record · this record

Institutional managerprobable

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

filed Jul 30, 2026

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$95B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM $95B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

12 allocators

Los Angeles County Employees Retirement Association Specialist consultantPrivate equity consultantthrough Apr 8, 2026 Board minutes
Pennsylvania State Employees Retirement System Private equity consultantthrough Dec 31, 2025 ACFR
Teachers' Retirement System of the State of Illinois Private equity consultantthrough Jun 30, 2025 ACFR

+9 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.

Schedule C rows

25 rows, $2.7M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The Citigroup Pension Plan	2024	17 28 50 51	NONE	$482,997
Northrop Grumman Pension Plan	2024	16 50	CONSULTANT	$148,637
The Cultural Institutions Pension Plan	2024	16 17	NONE	$101,031

+22 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 19 Jul 30, 2026 reported
government clients 20 Jul 30, 2026 reported
institutional clients 59 Jul 30, 2026 reported
pension plan clients 20 Jul 30, 2026 reported
raum discretionary $95B Jul 30, 2026 reported
raum total $108B Jul 30, 2026 reported

What changed

Apr 8, 2026Consultant changedLos Angeles County Employees Retirement Association
with this firmlacera.gov
Dec 31, 2024Manager relationship startedNEW York State Nurses Association Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship startedService Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceConstellation Retirement Program
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceConstellation Employee Pension Plan
with this firmaskebsa.dol.gov

+1 more dated event

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

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