DFX Intelligence
This firm's name and 10 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.
Institutional manager in Pennsylvania
Institutional manager· Conshohocken, PA
No date on record · this record
Institutional managerprobable
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
65
filed Mar 31, 2026
ADV institutional RAUM
$2.3B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$10B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.21; discretionary RAUM $10B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- L.B. Foster Company Merged Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
13 rows, $881,633 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Elwyn, Inc. Retirement Plan | 2024 | 51 | NONE | $152,846 |
| Elwyn New Jersey Retirement Plan | 2024 | 51 | NONE | $50,348 |
| 2024 | 28 50 | NONE | $30,371 |
+10 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 48 Mar 31, 2026 reported
- institutional clients 65 Mar 31, 2026 reported
- pension plan clients 17 Mar 31, 2026 reported
- raum discretionary $10B Mar 31, 2026 reported
- raum institutional $2.3B Mar 31, 2026 reported
- raum total $10B Mar 31, 2026 reported
What changed
- with this firmaskebsa.dol.gov