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

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AllocatorsInvestment consultant

F••••••• I•••••••••

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:39727149-f2f3-4e8d-a8c5-983077d4a020

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, 4:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 149
Dated events: 3
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: 128Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025

P••• clients

plans naming this consultant on Form 5500 Schedule C or in their own reports; showing 30 of 128

P•••	Role	From	To	Current	Evidence
A••••••••• B•••••••• R••••••••• A•••••• P•••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact
R••••••••• P••• f•• E•••••••• o• S••••••• S•••••	actuary	Jul 1, 2024	Jun 30, 2025	no	fact
A••••• M••••••••• I••• P•••••• P•••

Relationships

showing 80 of 149

Manages for (21)

→ The California Endowment C••• B•••••• P•••Plan
Dec 31, 2023 to presentfactForm 5500
→ Intercounty Electric Coop Assoc. E•••••••• Retirement I••••• P•••Plan
Dec 31, 2022 to presentfactForm 5500
→ Kayser-Roth Corporation Retirement P•••Plan
Dec 31, 2023 to presentfactForm 5500
→ Walton Electric Membership Corporation Pension P•••Plan

Dated events

Occurred
Dec 31, 2024
Consultant changed
F••••••• I••••••••• no longer appears on Retirement P••• for Partners of Quinn Emanuel Urquhart & Sullivan, LLP's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Consultant changed
F••••••• I••••••••• appears on P•••••• P••• o• t•• P•••••• N•••••••• L••••••••• B••••••• M••••••• I••••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 6 days ago
Occurred
Dec 31, 2023
Manager relationship ended
F••••••• - Emerging Asia Fund no longer appears on Riceland Foods, Inc. Employee B•••••• Pension P•••'s Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:39727149-f2f3-4e8d-a8c5-983077d4a020
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.