DFX Intelligence
This firm's name, 67 more other clients and 170 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
70 allocators
- Munich Reinsurance America, Inc. Pension Plan Actuarythrough Dec 31, 2025
- King & Spalding LLP Cash Balance Pension Plan Actuarythrough Dec 31, 2025
- Goulston & Storrs Cash Balance Plan for Directors Actuarythrough Mar 31, 2025
+67 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
173 rows, $98,830 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| King & Spalding LLP Cash Balance Pension Plan | 2025 | 11 | enrolled actuary | |
| Munich Reinsurance America, Inc. Pension Plan | 2025 | 11 | enrolled actuary | |
| Paul Weiss Rifkind Wharton & Garrison LLP Employees' Pension & Retirement Plan | 2024 | 11 | enrolled actuary |
+170 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.