DFX Intelligence

D•• B•••••• P•••••• P•••••••• L••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

D•• B•••••• P•••••• P•••••••• L••

Allocators

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Search this name across graphsid dfx:al:0298928e-f098-4418-aa5e-49674b7c2cb3

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 2:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

P••• clients: 4Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Recommended commitments: 0derived
Latest client year end: Feb 29, 2024

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
R••••••••• P••• a• f•• E•••••••• o• U••••• S•••• P•••••••• a•• R••••••• C•••••••••	actuary	Mar 1, 2023	Feb 29, 2024	no	fact
R••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C••••••	actuary	Mar 1, 2022	Feb 28, 2023	no	fact
R••••••••• P••• a• f•• E•••••••• o• A••••••• C•••••• S•••• C••••••

Relationships

Advised by (4)

← R••••••••• P••• a• f•• E•••••••• o• U••••• S••••• C•••••••••Planactuary
Mar 1, 2022 to Feb 28, 2023factForm 5500
← R••••••••• P••• B• f•• E•••••••• o• A••••••• C•••••• S•••• C••••••Planactuary
Mar 1, 2022 to Feb 28, 2023factForm 5500
← R••••••••• P••• a• f•• E•••••••• o• A••••••• C•••••• S•••• C••••••Planactuary
Mar 1, 2022 to Feb 28, 2023factForm 5500
← R••••••••• P••• a• f•• E•••••••• o• U••••• S•••• P•••••••• a•• R••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:0298928e-f098-4418-aa5e-49674b7c2cb3
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 8 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.