DFX Intelligence

I••••••••• F••••••••• o• E•••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantnot allocator

I••••••••• F••••••••• o• E•••••

Allocators

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Search this name across graphsid dfx:al:1ee93803-6112-44a1-ad09-0a9e7a6b23fc

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, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
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

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Dec 31, 2024

Plan clients

••• Locked

Plan	Role	From	To	Current	Evidence
1••••••• H••••• C••• E•••••••• P•••••• F•••	General consultant	Jan 1, 2024	Dec 31, 2024	no	fact

Relationships

Sponsors (1)

→ International Foundation E•••••••• Retirement PlanPlanPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (1)

← 1••••••• H••••• C••• E•••••••• P•••••• F•••PlanGeneral consultant
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
I••••••••• F••••••••• o• E••••• appears on 1••••••• H••••• C••• E•••••••• P•••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:1ee93803-6112-44a1-ad09-0a9e7a6b23fc
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.