The General The Data Factory

Get The General

DFX Intelligence

Data Factory

Overview Ask DFX Search Intelligence What changed Debt Trends Connections Domains Sources Reports Plans

Reading the graph

DFX IntelThe General

An AI operator you can just talk to. It does the follow-ups, the inbox, the paperwork, and answers your phone, on your own tools and under your approval. Built for owners who are the bottleneck. Stop hiring. Start delegating.

DFX / 00NEW YORK · DC · BOSTONLIVE

Solutions

The General
See it work
What it does
How it works
Pricing
Get your General
Cup of Leads

Company

The Data Factory
Pricing
Free Tools
Partners
General Partner Program
The Observatory
Data desk
Insights
About
Contact

© 2026 DEAL FLOW XCHANGE INC · ALL RIGHTS RESERVED

TERMS PRIVACY DPAYOUR DATA IS ISOLATED AND ENCRYPTED

P••••••• W••••• M••••••••• I•••: investment consultant on the allocators graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

Data Factory / Allocators / Investment consultant

AllocatorsInvestment consultantinvestment consultant

P••••••• W••••• M••••••••• I•••

Allocators

West Chester, OH

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:392a8c54-75c3-42cb-96dd-1b5840d52a57

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, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
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••••••• W••••• M••••••••• I•••

Registered adviser · shared crd

Facts

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

Plan clients: 0Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Institutional RAUM: $284MForm ADV
Discretionary RAUM: $501M
Pension plan clients (ADV): 48
Recommended commitments: 0derived
CRD: 121065

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:392a8c54-75c3-42cb-96dd-1b5840d52a57
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.