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W••••••• F•••••••• S•••••••• I•••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantinstitutional manager

W••••••• F•••••••• S•••••••• I•••

Allocators

Oakdale, MN

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Search this name across graphsid dfx:al:04bf729b-c1c9-4870-a3ab-d2eaa0edcb63

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 2
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

W••••••• F•••••••• S•••••••• I•••

Registered adviser · shared crd

Private Equityidentity

W••••••• F•••••••• S•••••••• I•••

Intermediary · shared crd

Facts

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

P••• clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $209MForm ADV
Discretionary RAUM: $16B
Pension plan clients (ADV): 121
Recommended commitments: 0derived
Latest client year end: Mar 31, 2023
CRD

P••• clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

P•••	Role	From	To	Current	Evidence
T•• A••••• I••• P•••••• P•••	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Advised by (1)

← T•• A••••• I••• P•••••• P•••PlanInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2023
Consultant changed
W••••••• F•••••••• S••••••• no longer appears on T•• A••••• I••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:04bf729b-c1c9-4870-a3ab-d2eaa0edcb63
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.