DFX Intelligence
This firm's name and 4 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
unclassified
No date on record · this record
unclassified
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
1
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
1 allocator
- AGC Chemicals Americas, Inc. Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
Other roles
2 allocators
- Central National Gottesman Pension Plan Custodianthrough Dec 31, 2025
- Louisiana State Employees Retirement System Custodianthrough Jun 30, 2025
Schedule C rows
7 rows, $203,069 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Central National Gottesman Pension Plan | 2025 | 19 50 | NONE | $25,862 |
| Central National Gottesman Pension Plan | 2024 | 19 50 | NONE | $25,077 |
| AGC Chemicals Americas, Inc. Pension Plan | 2024 | 13 17 50 | NONE | $16,011 |
+4 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov