DFX Intelligence

G••••••• B•••••• • B••••••• W••••• a•• R••••••••• P••• M•••• L••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantinstitutional manager

G••••••• B•••••• • B••••••• W••••• a•• R••••••••• P••• M•••• L••

Allocators

Sacramento, CA

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Search this name across graphsid dfx:al:1f3f22c5-32eb-46d5-8ddd-17ece2da86e1

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 3:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

G••••••• B•••••• • B••••••• W••••• A•• R••••••••• P••• M•••• L••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

P••• clients: 0Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Institutional RAUM: $545MForm ADV
Discretionary RAUM: $2.1B
Pension plan clients (ADV): 129
Recommended commitments: 0derived
CRD: 105698

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:1f3f22c5-32eb-46d5-8ddd-17ece2da86e1
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 30 min 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.