DFX Intelligence
This firm's name and 2 more other clients
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
0
Schedule C, ACFR
Public-system clients
2
ACFR and seeds
ADV institutional clients
36
filed Mar 17, 2025
ADV institutional RAUM
$47B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$368M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $368M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Other roles
5 allocators
- Texas Gas Retirement Plan Actuarythrough Dec 31, 2025
- Houston Firefighters Relief and Retirement Fund Actuarythrough Jun 30, 2025
- Pennsylvania Public School Employees' Retirement System Actuarythrough Jun 30, 2025
+2 more 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
3 rows, $781,396 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Texas Gas Retirement Plan | 2025 | 11 15 50 | N/A | $211,396 |
| L.B. Foster Company Merged Retirement Plan | 2024 | 11 | enrolled actuary | |
| Stormont-Vail Healthcare Retirement Plan | 2022 | 21 50 | NONE | $570,000 |
Form ADV readings
- government clients 2 Mar 17, 2025 reported
- institutional clients 36 Mar 17, 2025 reported
- pension plan clients 34 Mar 17, 2025 reported
- raum discretionary $368M Mar 17, 2025 reported
- raum institutional $47B Mar 17, 2025 reported
- raum total $48B Mar 17, 2025 reported
What changed
No dated events.