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 Oregon
Investment consultant· Portland, OR
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
56
filed Jun 29, 2026
ADV institutional RAUM
$2.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.93; discretionary RAUM $2.3B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- Building Service Pension Plan Pension consultantthrough Apr 30, 2023 Form 5500
- Employers' - Warehousemen's Pension Trust Fund Investment adviser (plan)through Mar 31, 2023 Form 5500
Schedule C rows
6 rows, $295,180 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Employers' - Warehousemen's Pension Trust Fund | 2024 | 27 | NONE | $56,700 |
| Building Service Pension Plan | 2024 | 17 27 50 | NONE | $51,272 |
| Employers' - Warehousemen's Pension Trust Fund | 2023 | 27 | NONE | $54,890 |
+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
- charity clients 36 Jun 29, 2026 reported
- institutional clients 56 Jun 29, 2026 reported
- pension plan clients 20 Jun 29, 2026 reported
- raum discretionary $2.3B Jun 29, 2026 reported
- raum institutional $2.1B Jun 29, 2026 reported
- raum total $2.3B Jun 29, 2026 reported
What changed
No dated events.