DFX Intelligence

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

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AllocatorsInvestment consultantinstitutional manager

B••••••••• C••••••••• I••

Allocators

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Search this name across graphsid dfx:al:3d7670b9-93df-479b-8b05-7636dd560794

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 4:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

B••••••••• C••••••••• L••

Registered adviser · shared crd

Facts

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

P••• clients: 4Form 5500 Schedule C
Public clients: 0
Advisory clients: 4
Pension plan clients (ADV): 16
Recommended commitments: 0derived
Latest client year end: Oct 31, 2023
CRD: 111188

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
N•••••••• o• N•• Y••• P••••••••• P•••••• F•••	Investment adviser	Nov 1, 2022	Oct 31, 2023	no	fact
M••••• F••• P••••• I••• U•••• R••••••••• I••••• P•••	Pension consultant	Jun 1, 2022	May 31, 2023	no	fact
M••••• F••• P••••• I••• N•••••••• R••••••••• I••••• P•••

Relationships

Advised by (4)

← N•••••••• o• N•• Y••• P••••••••• P•••••• F•••PlanInvestment adviser
Nov 1, 2022 to Oct 31, 2023factForm 5500
← M••••• F••• P••••• I••• U•••• R••••••••• I••••• P•••PlanPension consultant
Jun 1, 2022 to May 31, 2023factForm 5500
← T•• P••••••••• M••••• R••••••••• P•••PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← M••••• F••• P••••• I••• N•••••••• R••••••••• I••••• P•••

Dated events

Occurred
Dec 31, 2024
Manager relationship started
••• Locked
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:3d7670b9-93df-479b-8b05-7636dd560794
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 13 h 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.