DFX Intelligence

R••••••• C•••••• M••••••••• I•••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

R••••••• C•••••• M••••••••• I•••

Allocators

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Search this name across graphsid dfx:al:7bc12724-3e78-4b67-9512-093c22f8a0ed

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, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
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: 3Form 5500 Schedule C
Public clients: 0
Advisory clients: 3
Recommended commitments: 0derived
Latest client year end: Sep 30, 2025

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
E••••••••• P•••••• P•••• I••• 9••	Investment adviser	Oct 1, 2024	Sep 30, 2025	no	fact
R••••••••• R••••••••• E••••••• D•••••• B•••••• P•••	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
E••••••••• P•••••• P••• f•• U•••• E••••••••

Relationships

Manages for (5)

→ Ufcw Local 23 & Giant Eagle Pension FundPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Pipefitters U•••• Local No. 537 Pension FundPlanInvestment management
Mar 1, 2023 to Feb 29, 2024factForm 5500
→ Wellstar Health System, Inc. Pension P•••PlanInvestment management
Jul 1, 2024 to Jun 30, 2025factForm 5500
→ Genuine Parts Company Pension P•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 28, 2025
Holding in a pooled vehicle started
Pipefitters U•••• Local No. 537 Pension Fund first reports an interest in RMC Construction Mbs Opportunities (R••••••• C•••••• M••••••••• I•••): $15M at 2025-02-28
Form 5500observed 7 days ago
$14.7M
Occurred
Feb 28, 2025
Holding in a pooled vehicle ended
Pipefitters U•••• Local No. 537 Pension Fund no longer reports RCM Construction Mbs Opportunities (R••••••• C•••••• M••••••••• I•••) (last held $14M at 2024-02-29; absent from the 2025-02-28 filing)
Form 5500observed 7 days ago
$13.7M
Occurred
Dec 31, 2024
Holding in a pooled vehicle started
Ufcw No. California Employers Joint Pension P••• first reports an interest in RCM Construction Mbs Opportunities (R••••••• C•••••• M••••••••• I•••): $34M at 2024-12-31

Provenance

Graph: Allocators
Canonical id: dfx:al:7bc12724-3e78-4b67-9512-093c22f8a0ed
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.