DFX Intelligence

This firm's name and 14 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 California

unclassified· CA

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

Media Guild Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Ufcw Intl Union Pension Plan for Employees Investment adviser (plan)through Apr 30, 2023 Form 5500
United Refining Company Consolidated Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

Schedule C rows

17 rows, $3.1M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The General Pension Plan of the International Union of Operating Engineers	2024	28 51 68	NONE	$722,402
Ufcw Intl Union Pension Plan for Employees	2024	28 51 68	NONE	$203,384
Teamsters Negotiated Pension Plan	2024	28	INVESTMENT MANAGER	$178,293

+14 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