DFX Intelligence

This firm's name, 9 more advisory clients, 184 more Schedule C rows and 15 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 in Pennsylvania

OCIO· Conshohocken, PA

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

filed Jun 26, 2026

ADV institutional RAUM

$82B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$142B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.58; discretionary RAUM $142B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

12 allocators

Massachusetts Pension Reserves Investment Management Board Private equity consultantthrough Jun 30, 2025 ACFR
Maryland Employees' Retirement and Pension Systems Private equity consultantthrough Jun 30, 2025 ACFR
New Mexico Education Employees' Retirement System 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

187 rows, $45.4M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Carpenters Labor-Management Pension Plan	2025	28	NONE	$32,386
IAM National Pension Fund	2024	28 51	NONE	$2.3M
Sound Retirement Trust	2024	50 51 52 99	NONE	$1.7M

+184 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 2 Jun 26, 2026 reported
government clients 21 Jun 26, 2026 reported
institutional clients 79 Jun 26, 2026 reported
pension plan clients 56 Jun 26, 2026 reported
raum discretionary $142B Jun 26, 2026 reported
raum institutional $82B Jun 26, 2026 reported
raum total $142B Jun 26, 2026 reported

What changed

Dec 31, 2025Manager relationship startedCarpenters Labor-Management Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Holding startedPlumbers & Steamfitters Local 150 Pension Fund
with this firm$7.6Maskebsa.dol.gov
Dec 31, 2024Manager relationship startedSouthern California Ibew-Neca Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceEighth District Electrical Pension Fund
with this firmaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference3m Employee Retirement Income Plan
with this firmaskebsa.dol.gov

+15 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.