DFX Intelligence
This firm's name and 3 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 New York
Investment consultant· NY
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
29
filed Mar 26, 2026
ADV institutional RAUM
$22B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$92.1M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.96; discretionary RAUM $92.1M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- United Association Local 7 Pension Plan Investment adviser (plan)through May 31, 2023 Form 5500
- Joint Pension Fund Local Union Ibew Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $425,939 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Joint Pension Fund Local Union Ibew | 2024 | 27 51 | NONE | $88,159 |
| United Association Local 7 Pension Plan | 2024 | 27 | NONE | $62,722 |
| Joint Pension Fund Local Union Ibew | 2023 | 27 51 | NONE | $81,022 |
+3 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 19 Mar 26, 2026 reported
- institutional clients 29 Mar 26, 2026 reported
- pension plan clients 10 Mar 26, 2026 reported
- raum discretionary $92.1M Mar 26, 2026 reported
- raum institutional $22B Mar 26, 2026 reported
- raum total $23B Mar 26, 2026 reported
What changed
No dated events.