DFX Intelligence

This firm's name and 31 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 Maryland

unclassified· MD

No date on record · this record

unclassified

No date on record · this record

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

The Retirement Plan for the Employees of the American Jewish Committee Investment adviser (plan)through Dec 31, 2022 Form 5500
Cambridge Bancorp Employee Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Southern Ironworkers Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500

Schedule C rows

34 rows, $5.0M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The Travelers Pension Plan	2024	28 51 52 68	NONE	$645,493
Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Plan	2024	28 51 52 68	NONE	$268,351
Wells Fargo & Company Cash Balance Plan	2024	28 50 51 68 71	NONE	$192,860

+31 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