DFX Intelligence
This firm's name and 2 more other clients
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
0
Schedule C, ACFR
Public-system clients
3
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
5 allocators
- Maryland Employees' Retirement and Pension Systems Custodianthrough Jun 30, 2025
- Maryland State Retirement and Pension System Custodianthrough Jun 30, 2025
- Maryland Teachers' Retirement and Pension Systems Custodianthrough Jun 30, 2025
+2 more 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
3 rows, $102,393 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | 2024 | 18 50 | NONE | $45,210 |
| Employees Security Fund of the Elec Ind Pension Plan | 2024 | 18 50 | NONE | $21,992 |
| Pension, Hospitalization & Benefit Plan of the Electrical Industry - Pension Trust Acct | 2023 | 18 50 | NONE | $35,191 |
What changed
No dated events.