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

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AllocatorsInvestment consultant

S•••• R•••• a•• C••• I•••

Allocators

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Search this name across graphsid dfx:al:2a5520a4-6c79-4a9d-b4b8-7f664c519853

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, 10:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
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: Jun 30, 2023

P••• clients

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

P•••	Role	From	To	Current	Evidence
T•• S••••• F•••••• C••••• U•••• P•••••• P•••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Advised by (1)

← T•• S••••• F•••••• C••••• U•••• P•••••• P•••PlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:2a5520a4-6c79-4a9d-b4b8-7f664c519853
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.