DFX Intelligence

C••••••••• F••••••••• I••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

C••••••••• F••••••••• I••

Allocators

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Search this name across graphsid dfx:al:6b083bd1-2c65-4c1a-b838-88f3fab5c52d

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, 6:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
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

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Mar 31, 2023

Plan clients

••• Locked

Plan	Role	From	To	Current	Evidence
S••••••• C••••••••• U••• U••••• a•• F••• E•••••••• J•••• P•••••• T•••• F•••	General consultant	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Advised by (1)

← S••••••• C••••••••• U••• U••••• a•• F••• E•••••••• J•••• P•••••• T•••• F•••PlanGeneral consultant
Apr 1, 2022 to Mar 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
C••••••••• F••••••••• I•• no longer appears on S••••••• C••••••••• U••• U••••• a•• F••• E•••••••• J•••• P•••••• T•••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:6b083bd1-2c65-4c1a-b838-88f3fab5c52d
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.