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U•••• B••• a•• T••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

U•••• B••• a•• T••••

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:373ed1af-b4f1-46f9-b12f-a6a93ec39aa9

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, 10:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
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

P••• clients: 14Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Recommended commitments: 0derived
Latest client year end: Mar 31, 2025

P••• clients

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

P•••	Role	From	To	Current	Evidence
I••••••••• L•••• 5•••••• P•••••• P•••	custodian	Apr 1, 2024	Mar 31, 2025	no	fact
M•••••••• T•••••••• C••••••••• D••••••• P•••••• F•••	custodian	Dec 1, 2022	Nov 30, 2023	no	fact
E••••••••• W•••••• L•••• N•• 2•• P•••••• P•••

Relationships

Advised by (14)

← M•••••••• T•••••••• C••••••••• D••••••• P•••••• F•••Plancustodian
Dec 1, 2022 to Nov 30, 2023factForm 5500
← T•••••••• R••••••••• P•••••• P•••Plancustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
← E••••••••• W•••••• L•••• N•• 2•• P•••••• P•••Plancustodian
May 1, 2022 to Apr 30, 2023factForm 5500
← T••• C••• C••••••••• a•• J•••••• P•••••• F•••

Dated events

Occurred
Dec 31, 2023
Manager relationship started
U•••• B••• a•• T•••• appears on E••••••••• W•••••• L•••• N•• 2•• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:373ed1af-b4f1-46f9-b12f-a6a93ec39aa9
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.