DFX Intelligence

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

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AllocatorsInvestment consultant

S••••••••• I•••

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:1dd79a7d-0543-40d9-8158-af99b000e013

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, 2:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
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: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
S••••• A••••• G•••• • P•••••••• P•••••• P•••	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Advised by (1)

← S••••• A••••• G•••• • P•••••••• P•••••• P•••PlanGeneral consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
S••••••••• I••• no longer appears on S••••• A••••• G•••• • P•••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
S••••••••• I••• appears on S••••• A••••• G•••• • P•••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:1dd79a7d-0543-40d9-8158-af99b000e013
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.