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

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AllocatorsInvestment consultant

L•••••••• M••••••••

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:7888b033-b789-4d51-b8f3-c499892160d9

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, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
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: 0
Recommended commitments: 0derived
Latest client year end: Dec 31, 2022

Plan clients

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

Plan	Role	From	To	Current	Evidence
B••••••••• N••••••• P•••••• T••••	Named fiduciary	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (1)

← B••••••••• N••••••• P•••••• T••••PlanNamed fiduciary
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:7888b033-b789-4d51-b8f3-c499892160d9
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.