DFX Intelligence

U••••• A•••••••• S•••••••• I•••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

U••••• A•••••••• S•••••••• I•••

Allocators

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Search this name across graphsid dfx:al:67d4e3eb-19be-457a-809f-0e49815f456f

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, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
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: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Recommended commitments: 0derived
Latest client year end: Apr 30, 2023

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
L•••• 8• I•••• A•••• o• H••• • F•••• I••••••••• • A••••• W•••••• P•••••• P•••	actuary	May 1, 2022	Apr 30, 2023	no	fact

Relationships

Advised by (1)

← L•••• 8• I•••• A•••• o• H••• • F•••• I••••••••• • A••••• W•••••• P•••••• P•••Planactuary
May 1, 2022 to Apr 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:67d4e3eb-19be-457a-809f-0e49815f456f
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.