DFX Intelligence
This firm's name, 5 more other clients and 20 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
0
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
No advisory client relationship on the tape.
Other roles
8 allocators
- Teamsters Local 575 Pension Fund Actuarythrough Dec 31, 2025
- Sheet Metal Workers Local 112 Pension Plan Actuarythrough Oct 31, 2023
- Roofers Local 195 Pension Fund Actuarythrough Jun 30, 2023
+5 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
23 rows, $265,097 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Teamsters Local 575 Pension Fund | 2025 | 11 50 | NONE | $8,400 |
| Sheet Metal Workers Local 112 Pension Plan | 2024 | 11 50 | ACTUARY | $30,788 |
| International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund | 2024 | 11 | enrolled actuary |
+20 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
No dated events.