DFX Intelligence

C••••••• C•••••• M••••••••• L••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

C••••••• C•••••• M••••••••• L••

Allocators

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Search this name across graphsid dfx:al:06d93d8b-0733-4768-8c74-119d79ec6873

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, 3:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 5
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: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Dec 31, 2024

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
S••••••••• L•••• U•••• N•• 4•• P•••••• P•••	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact

Relationships

Manages for (17)

→ H••••••••• F••••••••• o• N•• J••••• I••Allocator
Dec 31, 2024 to presentfactForm 990
→ C••••••••• L••••••• P•••••• T•••• o• G•••••• S••PlanInvestment management
May 1, 2022 to Apr 30, 2023factForm 5500
→ S•••• M•••• W•••••• L•••• N•• 2•• P•••••• F•••PlanInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ R••••••••• P••• f•• N•• L•••• E•••••••• o• S•• L••

Dated events

Occurred
Dec 31, 2024
Manager relationship started
••• Locked
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
••• Locked
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 7 days ago
Occurred

Provenance

Graph: Allocators
Canonical id: dfx:al:06d93d8b-0733-4768-8c74-119d79ec6873
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.