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W••••••••• T••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

W••••••••• T••••

Allocators

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Search this name across graphsid dfx:al:4b3df43d-614f-4514-b0de-5425b9a83471

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, 7:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 53
Dated events: 5
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: 47Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Recommended commitments: 0derived
Latest client year end: Sep 30, 2025

P••• clients

plans naming this consultant on Form 5500 Schedule C or in their own reports; showing 30 of 47

P•••	Role	From	To	Current	Evidence
M••• I••• E••••••••• R••••••••• P•••	trustee	Oct 1, 2024	Sep 30, 2025	no	fact
C••••••• M••••••• C••••••••• M•••••• R••••••••• P•	trustee	Apr 1, 2024	Mar 31, 2025	no	fact
T•• K•••••• K•••••• I•••••••• P•••••• P•••

Relationships

Manages for (6)

→ L•••• 734 Pension FundPlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ D••••••• No. 9 International A••••••••• of Machin Aerospace W•••••• Pension P•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ National Roll Company Pension P••• for Hourly Rated E•••••••• at Avonmore, Pennsylvania P•••tPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Ampco-Pittsburgh Corporation Retirement P•••

Dated events

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
Public H••••• Solutions Retirement P••• no longer reports W••••••••• Global Advisors (W••••••••• T••••) (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)
Form 5500observed 6 days ago
$2.2M
Occurred
Dec 31, 2024
Manager relationship started
W••••••••• T•••• appears on Public H••••• Solutions Retirement P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
I.B.E.W. L•••• No. 106 Pension P••• first reports an interest in W••••••••• Global Advisors (W••••••••• T••••): $5M at 2024-06-30
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:4b3df43d-614f-4514-b0de-5425b9a83471
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.