DFX Intelligence
This firm's name, 4 more advisory clients and 22 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.
OCIO in New Hampshire
OCIO· NH
No date on record · this record
OCIOprobable
No date on record · this record
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
208
filed Sep 11, 2026
ADV institutional RAUM
$11B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.5B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.81; discretionary RAUM $5.5B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
7 allocators
- Bradford Hospital Retirement Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
- Samford University Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Berklee College of Music, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 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.
Other roles
1 allocator
- ST. Lukes-Roosevelt Hospital Center Employees' Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
25 rows, $1.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| NEW York Eye and Ear Infirmary Employees' Pension Plan | 2024 | 28 51 | NONE | $107,769 |
| ST. Lukes-Roosevelt Hospital Center Employees' Pension Plan | 2024 | 21 50 51 | NONE | $107,183 |
| Berklee College of Music, Inc. Retirement Plan | 2024 | 27 51 | INVESTMENT MANAGER | $103,796 |
+22 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 206 Sep 11, 2026 reported
- institutional clients 208 Sep 11, 2026 reported
- pension plan clients 2 Sep 11, 2026 reported
- raum discretionary $5.5B Sep 11, 2026 reported
- raum institutional $11B Sep 11, 2026 reported
- raum total $14B Sep 11, 2026 reported
What changed
- with this firmaskebsa.dol.gov