DFX Intelligence

U•• G••••• A•••• M•••••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

U•• G••••• A•••• M•••••••••

Allocators

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Search this name across graphs

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, 5:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 11
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: 2
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
P•••••• P••• f•• C•••••• I••••••• P••••••••• o• A••••••• W•••• W•••• C••••••• I••• a•• I•• D••••••	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
P•••••• P••• f•• E•••••••• o• A••••••• W•••• W•••• C••••••• I••• • I•• D••••••••• S•••••••••	Investment adviser	Jul 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (21)

→ G••••• H•••••••• I••• R••••••••• I••••• P•••PlanInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ R• D•••••••• P•••••• P•••PlanInvestment management
Dec 1, 2022 to Nov 30, 2023factForm 5500
→ U••••• M••• W•••••• o• A•••••• 1••• P•••••• P•••PlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ T••••••• T••••••••• I••••••••• P•••••• P•••

Dated events

Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 8 days ago
Occurred
Dec 31, 2024
Manager relationship started
••• Locked
Form 5500observed 8 days ago
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 8 days ago
Occurred

Provenance

Graph: Allocators
Canonical id
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.