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O•••••••• • O••••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

O•••••••• • O••••••••

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:0c68f634-64db-491f-8d2a-f7a114c181bc

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, 12:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
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

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Sep 30, 2023

Plan clients

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

Plan	Role	From	To	Current	Evidence
T•• M••••••• A••••••••• • I••••• P•••••• F•••	General consultant	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Advised by (1)

← T•• M••••••• A••••••••• • I••••• P•••••• F•••PlanGeneral consultant
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
O•••••••• • O•••••••• no longer appears on T•• M••••••• A••••••••• • I••••• P•••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:0c68f634-64db-491f-8d2a-f7a114c181bc
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.