DFX Intelligence

This firm's name, 26 more advisory clients, 4 more other clients, 70 more Schedule C rows and 27 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

No date on record · this record

Investment consultantprobable

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

filed Mar 27, 2026

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

29 allocators

The Aerospace Employees' Retirement Plan (aerp) General consultantthrough Sep 30, 2025 Form 5500
Central Pension Fund of the Iuoe & Participating Employers Investment adviser (plan)through Jan 31, 2025 Form 5500
The Hearst Corporation Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500

+26 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.

Other roles

7 allocators

Diamond Foods Inc, Bargaining Unit Pension Plan Actuarythrough Jul 31, 2023
Sunsweet Hourly Pension Plan Actuarythrough Dec 31, 2022
Sun-Maid Growers of California Defined Benefit Pension Plan Actuarythrough Dec 31, 2022

+4 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

73 rows, $3.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Smart & Final Pension Plan	2024	11 50	ACTUARY	$464,570
Retirement Plan of International Paper Company	2024	16 50	NONE	$365,196
Hormel Foods Corporation Pension Plan	2024	16	NONE	$141,562

+70 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 11 Mar 27, 2026 reported
institutional clients 50 Mar 27, 2026 reported
pension plan clients 39 Mar 27, 2026 reported

What changed

Dec 31, 2024Consultant changedinferenceThe Aerospace Employees' Retirement Plan (aerp)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceThe Hearst Corporation Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceThe Hearst Corporation Broadcast Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceAbbvie Puerto Rico Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceThe Lilly Retirement Plan
with this firmaskebsa.dol.gov

+27 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.