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AllocatorsInvestment consultantinvestment consultant

Iic

Allocators

Bloomfield Hills, MI

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:4eae31b3-1278-4ff8-a428-ac5f0e4648df

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 7:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
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

IIC

Registered adviser · shared crd

Facts

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

Plan clients: 3Form 5500 Schedule C
Public clients: 0
Advisory clients: 3
Institutional RAUM: $125MForm ADV
Discretionary RAUM: $125M
Pension plan clients (ADV): 45
Recommended commitments: 0derived
Latest client year end: Dec 31, 2024
CRD: 168705

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Retirement&security Program for Employees of Ntca and Its Members	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
Tubelite, Inc. Hourly Employees Pension Plan	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
GCP Applied Technologies Inc. Retirement Plan for Salaried Employees	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (3)

← GCP Applied Technologies Inc. Retirement Plan for Salaried EmployeesPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Tubelite, Inc. Hourly Employees Pension PlanPlanInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500
← Retirement&security Program for Employees of Ntca and Its MembersPlanInvestment adviser
Jan 1, 2024 to Dec 31, 2024factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
Institutional Investment appears on Tubelite, Inc. Hourly Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Institutional Investment Consulting appears on Retirement&security Program for Employees of Ntca and Its Members's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 4 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:4eae31b3-1278-4ff8-a428-ac5f0e4648df
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

Iic

Allocators

Bloomfield Hills, MI

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:4eae31b3-1278-4ff8-a428-ac5f0e4648df

Plan

Role

From

Current

Evidence

Retirement&security Program for Employees of Ntca and Its Members

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

Tubelite, Inc. Hourly Employees Pension Plan

Investment adviser

Jan 1, 2024

Dec 31, 2024

fact

GCP Applied Technologies Inc. Retirement Plan for Salaried Employees

Investment adviser

Jan 1, 2022

Dec 31, 2022

fact