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

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AllocatorsInvestment consultant

T••••••••• R••••••••• S••••••••

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:52524a3a-4596-4673-904c-d0f8b8285c30

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, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 100
Dated events: 12
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: 93Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
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 93

P•••	Role	From	To	Current	Evidence
I••••••••• T••••••••• C•••••• R••••••••• P•••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact
S•••• C••••••••• R••••••••• P•••	actuary	Jan 1, 2024	Dec 31, 2024	no	fact
R••••••••• I••••• P••• f•• E•••••••• o• A••• L••

Relationships

showing 80 of 100

Advised by (76)

← I••••••••• T••••••••• C•••••• R••••••••• P•••Planactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
← U••••• S••••• G••• A••••••••• D•••••• B•••••• P•••••• P•••Planactuary
Dec 1, 2022 to Nov 30, 2023factForm 5500
← RET Inc P••• for Ees of the Knapheide Mfg Co. L•••• 822Planactuary
Jan 31, 2022 to Jan 30, 2023factForm 5500
← T••• • L••• H••••• P•••••• P•••

Dated events

Occurred
Dec 31, 2024
Manager relationship started
T••••••••• R••••••••• S•••••••• appears on R••••••••• I••••• P••• f•• E•••••••• o• A••• L••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
T••••••••• R••••••••• S•••••••• no longer appears on Penske C••• B•••••• B•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
T••••••••• R••••••••• S•••••••• no longer appears on Retirement I••••• P••• of Utica Mutual Insurance Company's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:52524a3a-4596-4673-904c-d0f8b8285c30
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.