DFX Intelligence
This firm's name, 8 more advisory clients and 29 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
Investment consultant
No date on record · this record
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
11
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
31
filed Feb 6, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
11 allocators
- International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan Investment adviser (plan)through Sep 30, 2024 Form 5500
- United Asso Journeymen & Apprnc Pension Fund Investment adviser (plan)through Aug 31, 2023 Form 5500
- Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
+8 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
32 rows, $2.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Teamsters Local 210 Affiliated Pension Trust Fund | 2024 | 27 | NONE | $125,000 |
| District No. 9 International Association of Machin Aerospace Workers Pension Plan | 2024 | 51 | INVESTMENT CONSULTANT | $110,000 |
| Teamsters Union No. 142 Pension Fund | 2024 | 27 50 | NONE | $104,000 |
+29 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 1 Feb 6, 2026 reported
- institutional clients 31 Feb 6, 2026 reported
- pension plan clients 30 Feb 6, 2026 reported
What changed
- Dec 31, 2023Consultant changedinferenceInternational Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov