DFX Intelligence

V•••••• C•••••• M•••••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

V•••••• C•••••• M•••••••••

Allocators

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Search this name across graphsid dfx:al:61f14185-35b9-4e8f-bfaf-fadd958359a5

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, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 22
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: 3Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Recommended commitments: 0derived
Latest client year end: Mar 31, 2024

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
I•••••• S•••• C•••••• o• C••••••••• P•••••• F•••	trustee	Apr 1, 2023	Mar 31, 2024	no	fact
G•••••• • W•••••••• U••• L••••• P•••••• P•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
V••••• E••••• C••••••••• P•••••• P•••

Relationships

Manages for (40)

→ C••••••••• L••••••••• P•••••• P•••PlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ I••• W•••••• S•• L•••• D••••••• C•••••• P•••••• T••••PlanInvestment management
Nov 1, 2022 to Oct 31, 2023factForm 5500
→ E••••••••• R••••••••• P••• o• D••• U•••••••••PlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ L•••• N•• 7••• I••• o• T•• P•••••• F•••

Dated events

Occurred
Dec 31, 2025
Manager relationship started
••• Locked
Form 5500observed 7 days ago
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
••• Locked
Form 5500observed 7 days ago
$34.4M
Occurred
Jun 30, 2025
Holding in a pooled vehicle ended
••• Locked
Form 5500observed 7 days ago
$6.3M
Occurred

Provenance

Graph: Allocators
Canonical id: dfx:al:61f14185-35b9-4e8f-bfaf-fadd958359a5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.