DFX Intelligence
This firm's name, 3 more advisory clients and 16 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
Investment consultant
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
81
filed Mar 30, 2026
ADV institutional RAUM
$602M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$861M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.55; discretionary RAUM $861M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
- Eighth District Electrical Pension Fund Investment adviser (plan)Pension consultantthrough Mar 31, 2025 Form 5500
- ESG Holdings, LLC Pension Plan Pension consultantthrough Nov 30, 2023 Form 5500
- Ibew Local Union No. 22/neca Defined Benefit Pension Fund, Plan a Investment adviser (plan)through Dec 31, 2022 Form 5500
+3 more advisory 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
19 rows, $1.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Eighth District Electrical Pension Fund | 2024 | 27 | NONE | $200,820 |
| Banquet Employees - Unions Pension Trust Fund | 2024 | 17 50 51 70 | NONE | $123,648 |
| AAA Retirement Plan | 2024 | 16 50 70 | NONE | $120,000 |
+16 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 38 Mar 30, 2026 reported
- government clients 33 Mar 30, 2026 reported
- institutional clients 81 Mar 30, 2026 reported
- pension plan clients 10 Mar 30, 2026 reported
- raum discretionary $861M Mar 30, 2026 reported
- raum institutional $602M Mar 30, 2026 reported
- raum total $1.1B Mar 30, 2026 reported
What changed
No dated events.