DFX Intelligence

E•••••••• • I•• N••• P•••• W••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

E•••••••• • I•• N••• P•••• W••••••

Allocators

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Search this name across graphsid dfx:al:1c599ab8-4351-4198-8665-fff56056530f

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, 4:40 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

P••• clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Sep 30, 2024

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
E•••••••• • I•• N••• P•••• P•••••• P•••	Pension consultant	Oct 1, 2023	Sep 30, 2024	no	fact

Relationships

Advised by (1)

← E•••••••• • I•• N••• P•••• P•••••• P•••PlanPension consultant
Oct 1, 2023 to Sep 30, 2024factForm 5500

Dated events

Occurred
Dec 31, 2023
Consultant changed
••• Locked
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:1c599ab8-4351-4198-8665-fff56056530f
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.