DFX Intelligence

This firm's name, 20 more advisory clients and 62 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

Schedule C, ACFR

Public-system clients

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

23 allocators

Catv Industry-Ibew Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Carroll Hospital Center, Inc. Retirement Income Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Darling Ingredients Inc. Salaried Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500

+20 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

Schedule C rows

65 rows, $5.1M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Carroll Hospital Center, Inc. Retirement Income Plan	2024	23 27 28 33 51 54 57 58 71 99	NONE	$432,023
Producers Rice Mill, Inc. Pension Plan	2024	28	NONE	$350,110
Masons Pension Plan	2024	27	NONE	$205,486

+62 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