DFX Intelligence
This firm's name, 32 more Schedule C rows and 3 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.
Investment consultant in California
unclassified· CA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- Tile Layers Union Local No. 52 NY Pension Fund Custodianthrough Dec 31, 2022
Schedule C rows
35 rows, $10.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| National Electrical Benefit Fund | 2025 | 28 51 | NONE | $1.9M |
| National Electrical Benefit Fund | 2024 | 28 51 | NONE | $1.7M |
| Atlanta Plumbers & Steamfitters Pension Fund | 2024 | 28 51 | NONE | $1.4M |
+32 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceConstruction Industry and Laborers Joint Pension Trust for So Nevada, Plan awith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePainters and Allied Trades District Council No. 35 Pension Fundwith this firmaskebsa.dol.gov
+3 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.