DFX Intelligence
This firm's name, 20 more advisory clients and 58 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 in Illinois
unclassified· IL
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
23
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
23 allocators
- Western PA Electrical Employees Pension Trust Fund Pension consultantthrough Dec 31, 2025 Form 5500
- Pacific Coast Roofers Pension Plan Investment adviser (plan)through Jul 31, 2024 Form 5500
- Local Union No. 124 I. B. E. W. Pension Trust Fund Investment adviser (plan)through Aug 31, 2023 Form 5500
+20 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
61 rows, $6.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Western PA Electrical Employees Pension Trust Fund | 2025 | 17 50 | NONE | $5,850 |
| 1199 Seiu Regional Pension Fund | 2024 | 27 | NONE | $378,044 |
| Ufcw Union Local No. 655, Food Employer's Joint PE | 2024 | 27 | NONE | $215,000 |
+58 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 firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov