DFX Intelligence
This firm's name, 178 more Schedule C rows and 35 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 Massachusetts
unclassified· MA
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
- Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund Pension consultantthrough Oct 31, 2023 Form 5500
- MSA Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Employees Pension Plan for Sharon Tube Company Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
3 allocators
- Ecolab Pension Plan Custodianthrough Dec 31, 2023
- Allstate Retirement Plan Custodianthrough Dec 31, 2022
- Warehouse Employees Union Local No. 730 Pension Trust Fund Custodianthrough Dec 31, 2022
Schedule C rows
181 rows, $67.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| IAM National Pension Fund | 2024 | 28 51 | NONE | $4.4M |
| Boilermaker-Blacksmith National Pension Trust | 2024 | 28 51 | NONE | $2.2M |
| COX Enterprises, Inc. Pension Plan | 2024 | 28 50 | NONE | $2.0M |
+178 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
+35 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.