DFX Intelligence

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AllocatorsInvestment consultant

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Allocators

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Search this name across graphsid dfx:al:75538c97-be3b-4751-8090-511881771350

Data as of Sep 16, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 5:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2026 to Sep 16, 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: 0Form 5500 Schedule C
Public clients: 1
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Feb 10, 2026

Plan clients

••• Locked

Plan	Role	From	To	Current	Evidence
M••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••	General consultant	Feb 10, 2026	n/a	yes	fact

Relationships

Advised by (1)

← M••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••Investment officeGeneral consultant
Feb 10, 2026 to presentfactBoard minutes

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:75538c97-be3b-4751-8090-511881771350
First observed: Sep 16, 2026
Last observed: Sep 16, 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.