DFX Intelligence
This firm's name, 34 more other clients and 97 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
0
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
- Laborers District Council of W PA Pension Fund General consultantthrough Dec 31, 2024 Form 5500
Other roles
37 allocators
- Western PA Electrical Employees Pension Trust Fund Actuarythrough Dec 31, 2025
- Operating Eng Cons Ind Misc. Pension Fund Actuarythrough Dec 31, 2025
- Independent Health Association Inc Defined Benefit Plan and Trust Actuarythrough Dec 31, 2025
+34 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
100 rows, $1.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Operating Eng Cons Ind Misc. Pension Fund | 2025 | 11 | NONE | $70,591 |
| Western PA Electrical Employees Pension Trust Fund | 2025 | 11 | enrolled actuary | |
| Operating Eng Cons Ind Misc. Pension Fund | 2025 | 11 | enrolled actuary |
+97 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
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov