DFX Intelligence

A•••••• • M•••••• T••• L••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

A•••••• • M•••••• T••• L••

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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, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
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

Independent Sponsorsidentity

A•••••• • M••••• H•••••••• L••

Sponsor-backed company · same EIN

Facts

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

P••• clients: 6Form 5500 Schedule C
Public clients: 0
Advisory clients: 6
Recommended commitments: 0derived
Latest client year end: Dec 31, 2024

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
B•• S•••• • M•••••• S•••••• P•••••• P•••	General consultant	Jan 1, 2024	Dec 31, 2024	no	fact
B••••••• S•••••• 3••• P•••••• F•••	Pension consultant	Jul 1, 2023	Jun 30, 2024	no	fact
R•• T•••• A•••••• I••• R••••••••• P•••

Relationships

Advised by (6)

← B••• P•••••• P•••PlanGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
← B••• C••••••••• C••••••••• H••••• P•••••• P•••PlanGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
← B••• C••••••••• P•••••• P••• A• I• A•••••• t• C•••••• S••••••• E•••••••• o• B••• A•••••••• • T••••••••• C••••PlanGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
← R•• T•••• A•••••• I••• R••••••••• P•••

Dated events

Order

Occurred
31 Dec 2023
Consultant changed2 events
A•••••• • M•••••• T••• L••: consultant changed, 2 counterparties, on 31 Dec 2023
- ••• Locked
- ••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 9 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.