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C••••••• P••••••• I••••••••• A•••••••• L••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantocio providerocio

C••••••• P••••••• I••••••••• A•••••••• L••

Allocators

Newport Beach, CA

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Search this name across graphsid dfx:al:7239417e-5387-4a88-af56-49d1db62ca97

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, 2:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

C••••••• P••••••• I••••••••• A•••••••• L••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

P••• clients: 5Form 5500 Schedule C
Public clients: 1
Advisory clients: 6
I••••••••• RAUM: $37BForm ADV
Discretionary RAUM: $38B
Pension plan clients (ADV): 668
Government clients (ADV): 19
Recommended commitments: 0derived
Latest client year end

P••• clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

P•••	Role	From	To	Current	Evidence
R••••••••• P••• f•• t•• S••••••••• o• S•••••••• B••••••••• I•••	General consultant	Jan 1, 2024	Dec 31, 2024	no	fact
P•••••• P••• f•• C••• M••• C•••••• L•••••• a•• I•• S•••••••••	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (6)

← T••••••• R••••••••• S••••• o• L•••••••AllocatorGeneral consultant
… to Jun 30, 2025factPlan annual report
← V••••••••• H••• P••••••••• M••••• C••••••••• N•••••••• E••••••••• P•••••• P•••PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← R••••••• U•••• E••••••••• R••••••••• P•••PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← M•••••••• N••••• A••••••••• P•••••• P•••

Dated events

Occurred
Dec 31, 2024
Consultant changed
Sageview Advisory Group LLC appears on R••••••••• P••• f•• t•• S••••••••• o• S•••••••• B••••••••• I•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:7239417e-5387-4a88-af56-49d1db62ca97
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.