DFX Intelligence

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

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AllocatorsInvestment consultant

M•••••••• L••• I••••••••

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:82965777-0a1b-4af6-890b-a6c8073c0539

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, 7:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 15
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: 7Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Recommended commitments: 0derived
Latest client year end: Dec 30, 2023

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
C••••••• U••••• F•••••••• D•••••• B•••••• R••••••••• P•••	actuary	Dec 31, 2022	Dec 30, 2023	no	fact
P••••••• N• 1• F•••••••• C••••• U•••• C••• B•••••• D•••••• B•••••• P••• a•• T••••	actuary	Oct 1, 2022	Sep 30, 2023	no	fact
P•••••• P••• f•• C•••••••••

Relationships

Manages for (6)

→ Richardson Oilseed Products (US) Limited Pension P•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Philadelphia Industrial Development Corporation Retirement P•••Plan
Dec 31, 2023 to presentfactForm 5500
→ Southeast Financial Credit U•••• D•••••• B•••••• P••• and TrustPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Securian Financial Group, Inc. Retirement P•••

Dated events

Occurred
Dec 31, 2024
Holding in a pooled vehicle started
••• Locked
Form 5500observed 7 days ago
$518M
Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
••• Locked
Form 5500observed 7 days ago
$5.9M
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 7 days ago
Occurred

Provenance

Graph: Allocators
Canonical id: dfx:al:82965777-0a1b-4af6-890b-a6c8073c0539
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.