DFX Intelligence

S••••••••• • P••••••••• L••: 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.

AllocatorsInvestment consultant

S••••••••• • P••••••••• L••

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 graphs

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 4:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 2
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

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023

Plan clients

••• Locked

Plan	Role	From	To	Current	Evidence
L•••• 5•• P•••••• F•••	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Advised by (1)

← L•••• 5•• P•••••• F•••PlanInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
••• Locked
Form 5500observed 8 days ago
Occurred
Dec 31, 2023
Consultant changed
••• Locked
Form 5500observed 8 days ago

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 8 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.