DFX Intelligence

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

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AllocatorsInvestment consultant

A•• C•• C••••••••• L••

Allocators

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Search this name across graphsid dfx:al:14cf3bd9-f65a-4d89-a540-77750b4f96a9

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, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
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: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Recommended commitments: 0derived
Latest client year end: Apr 30, 2024

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
O•••••••• P••••••••• a•• C••••• M••••• L•••• N•• 1•• P•••••• P•••	General consultant	May 1, 2023	Apr 30, 2024	no	fact
C••••• M••••• L•••• N•• 8•••••• P•••••• P•••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
O•••••••• P••••••••• a•• C••••• M••••• L•••• N•• 1•• P•••••• P•••

Relationships

Advised by (2)

← O•••••••• P••••••••• a•• C••••• M••••• L•••• N•• 1•• P•••••• P•••PlanPension consultant
May 1, 2022 to Apr 30, 2023factForm 5500
← C••••• M••••• L•••• N•• 8•••••• P•••••• P•••PlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
A•• C•• C••••••••• L•• no longer appears on O•••••••• P••••••••• a•• C••••• M••••• L•••• N•• 1•• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
A•• C•• C••••••••• L•• no longer appears on C••••• M••••• L•••• N•• 8•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:14cf3bd9-f65a-4d89-a540-77750b4f96a9
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.