DFX Intelligence
This firm's name
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Investment consultant in Ohio
Investment consultant· Cleveland, OH
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
115
filed Mar 18, 2026
ADV institutional RAUM
$21B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$609M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.97; discretionary RAUM $609M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Retirement Plan for Employees of the Burnham Group General consultantthrough Nov 30, 2023 Form 5500
Schedule C rows
2 rows, $277,217 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan for Employees of the Burnham Group | 2023 | 16 27 29 50 | NONE | $142,217 |
| Retirement Plan for Employees of the Burnham Group | 2022 | 16 27 29 50 | NONE | $135,000 |
Form ADV readings
- charity clients 18 Mar 18, 2026 reported
- institutional clients 115 Mar 18, 2026 reported
- pension plan clients 97 Mar 18, 2026 reported
- raum discretionary $609M Mar 18, 2026 reported
- raum institutional $21B Mar 18, 2026 reported
- raum total $22B Mar 18, 2026 reported
What changed
No dated events.