C•••••••• N•••

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Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 9:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
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

P••• clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Jun 30, 2023

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
C••••• G••••• • R•••••• L•• P•••••• P•••	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact

Relationships

Advised by (1)

← C••••• G••••• • R•••••• L•• P•••••• P•••PlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500

Manages for (1)

→ G•••• V••• H••••••• R••••••••• I••••• P•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

Order

Occurred
31 Dec 2024
Manager relationship ended
••• Locked
Form 5500

Provenance

Graph: Allocators
Canonical id
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.