DFX Intelligence

This firm's name, 61 more advisory clients, 167 more Schedule C rows and 1 more dated event

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.

OCIO

No date on record · this record

OCIOprobable

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 20, 2026

ADV institutional RAUM

$15B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$10B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.75; discretionary RAUM $10B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

64 allocators

The Painters & Allied Trades Paint Makers Pension Investment adviser (plan)through Dec 31, 2025 Form 5500
Operating Engineers Local 428 Pension Trust Investment adviser (plan)Pension consultantthrough Dec 31, 2025 Form 5500
U.A. Local No. 447 Pension Fund Pension consultantInvestment adviser (plan)through Jun 30, 2025 Form 5500

+61 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

170 rows, $20.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Operating Engineers Local 428 Pension Trust	2025	27	NONE OTHER THAN CONTRACT	$53,000
The Painters & Allied Trades Paint Makers Pension	2025	27 28 51	NONE	$50,000
International Painters and Allied Trades Industry Pension Plan	2024	27 51	NONE	$671,005

+167 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 20 Mar 20, 2026 reported
government clients 1 Mar 20, 2026 reported
institutional clients 53 Mar 20, 2026 reported
pension plan clients 32 Mar 20, 2026 reported
raum discretionary $10B Mar 20, 2026 reported
raum institutional $15B Mar 20, 2026 reported
raum total $19B Mar 20, 2026 reported

What changed

Dec 31, 2024Consultant changedinferenceJack in the Box Inc. Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceInternational Painters and Allied Trades Industry Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceAlaska Teamster-Employer Pension Trust
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceHuntington Memorial Hospital Retirement Plan
with this firmaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceSO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan
with this firmaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.