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P•• G••••• L••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantinvestment consultant

P•• G••••• L••

Allocators

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Search this name across graphsid dfx:al:25af706e-3f1b-4978-a945-250c065a492a

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, 1:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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

RIA / Wealth Managementidentity

P•• G••••• L••

Registered adviser · shared crd

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
Institutional RAUM: $1.5BForm ADV
Discretionary RAUM: $1.7B
Pension plan clients (ADV): 14
Government clients (ADV): 6
Recommended commitments: 0derived
Latest client year end

P••• clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

P•••	Role	From	To	Current	Evidence
R••••••••• P••• f•• E•••••••• o• L•••••• I•••• B••••••••• A•••••••• C••••••••• a•• A•••••••••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
I•• P••••••• P•••••• P•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (2)

→ Meritor, Inc. Retirement P•••PlanInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Western Conference of Teamsters Pension P•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Advised by (2)

← R••••••••• P••• f•• E•••••••• o• L•••••• I•••• B••••••••• A•••••••• C••••••••• a•• A•••••••••PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

Occurred
Dec 31, 2023
Manager relationship ended
P•• G••••• L•• no longer appears on Meritor, Inc. Retirement P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
P•• G••••• L•• no longer appears on R••••••••• P••• f•• E•••••••• o• L•••••• I•••• B••••••••• A•••••••• C••••••••• a•• A•••••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:25af706e-3f1b-4978-a945-250c065a492a
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.