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C•••••• G•••• • C• I••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantinstitutional manager

C•••••• G•••• • C• I••

Allocators

Syracuse, NY

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Search this name across graphsid dfx:al:10a89759-6941-47a4-8033-e2c2617b4034

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, 3:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
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

C•••••• G•••• • C• I••

Registered adviser · shared crd

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
Institutional RAUM: $127MForm ADV
Discretionary RAUM: $7.5B
Pension plan clients (ADV): 133
Recommended commitments: 0derived
Latest client year end: Dec 31, 2022
CRD

Plan clients

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

Plan	Role	From	To	Current	Evidence
L•••• 1• I••••••••• U•••• o• P••••• • P••••••••• E•••••••• • I••••• P•••••• F•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (1)

← L•••• 1• I••••••••• U•••• o• P••••• • P••••••••• E•••••••• • I••••• P•••••• F•••PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Manages for (1)

→ L•••• 1• I••••••••• U•••• o• P••••• • P••••••••• E•••••••• • I••••• P•••••• F•••PlanInvestment management
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:10a89759-6941-47a4-8033-e2c2617b4034
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.