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

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AllocatorsInvestment consultant

F•••••••

Allocators

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Search this name across graphsid dfx:al:26515e60-7b54-4d1f-a4a0-f9028cc41f13

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, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 10
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: 10Form 5500 Schedule C
Public clients: 0
Advisory clients: 10
Recommended commitments: 0derived
Latest client year end: Jun 30, 2025

P••• clients

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

P•••	Role	From	To	Current	Evidence
U••• I••••••••• U••••••••• V••••••• A•••••• P•••••• P•••	General consultant	Jul 1, 2024	Jun 30, 2025	no	fact
U••• I•••• U••••••••• V••••••• A•••••• P•••••• F•••	General consultant	Jul 1, 2023	Jun 30, 2024	no	fact

Relationships

Advised by (10)

← M•••••••• T•••••••• C••••••••• D••••••• P•••••• F•••PlanGeneral consultant
Dec 1, 2022 to Nov 30, 2023factForm 5500
← T••• C••• F•••• C••••••• I••••••• P•••••• F•••PlanGeneral consultant
Aug 1, 2022 to Jul 31, 2023factForm 5500
← E••••••••• C••••••••• I••••••• P•••••• P•••PlanGeneral consultant
Jun 1, 2022 to May 31, 2023factForm 5500
← I••••••••• R••••• S•••• E•••••••• P•••••• P•••

Dated events

Occurred
Dec 31, 2024
Consultant changed
F••••••• LLC appears on U••• I••••••••• U••••••••• V••••••• A•••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Consultant changed
F••••••• no longer appears on E••••••••• C••••••••• I••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
F••••••• no longer appears on Ibew 648 Pension P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:26515e60-7b54-4d1f-a4a0-f9028cc41f13
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.