DFX Intelligence
This firm's name and 2 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
unclassified
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
1
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
- Maryland State Retirement and Pension System General consultantthrough Aug 18, 2026 Board minutes
- Sound Retirement Trust Pension consultantthrough Sep 30, 2023 Form 5500
- Central Pension Fund of the Iuoe & Participating Employers Investment adviser (plan)through Jan 31, 2023 Form 5500
Schedule C rows
5 rows, $316,224 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sound Retirement Trust | 2024 | 17 50 | NONE | $13,224 |
| Sound Retirement Trust | 2023 | 17 50 | NONE | $135,000 |
| Central Pension Fund of the Iuoe & Participating Employers | 2023 | 27 | NONE | $73,000 |
+2 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 firmsra.maryland.gov
- with this firmaskebsa.dol.gov