DFX Intelligence

This firm's name, 1 more advisory client and 9 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

unclassified

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

4 allocators

Fedex Corporation Employees' Pension Plan Investment adviser (plan)through May 31, 2024 Form 5500
1199seiu Health Care Employees Pension Fund Investment adviser (plan)through Dec 31, 2023 Form 5500
Jpmorgan Chase Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

+1 more advisory client

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

12 rows, $3.4M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Jpmorgan Chase Retirement Plan	2024	27 51	NONE	$661,037
Fedex Corporation Employees' Pension Plan	2024	27	NONE	$316,524
IBM Personal Pension Plan	2024	15 16 50	PARTY-IN-INTEREST	$271,375

+9 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