DFX Intelligence

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

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AllocatorsInvestment consultantinvestment consultant

M••••• o• A•••••• L••• I•••••••• C•

Allocators

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Search this name across graphsid dfx:al:88274614-4fff-4651-96d8-03a40fb4a901

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 10:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

M••••• O• A•••••• L••• I•••••••• C••••••

Registered adviser · shared crd

Facts

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

P••• clients: 19Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Institutional RAUM: $434MForm ADV
Discretionary RAUM: $434M
Pension plan clients (ADV): 21
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025
CRD

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
D•••••• B•••••• P•••••• P••• o• C•••••• C•••••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact
E••••••• B••••••• P••• o• D••••••••• D••••••••• C•••••	actuary	Jul 1, 2022	Jun 30, 2023	no	fact
D•••••• B•••••• P••• o• S•••••• S•••••• f•• G•••••• I•••

Relationships

Manages for (13)

→ D•••••• B•••••• P•••••• P••• o• W•••••••• C•••••••• S•••••••• I•••Plan
Jun 30, 2025 to presentfactForm 5500
→ D•••••• B•••••• P•••••• P••• o• C•••••• C•••••Plan
Dec 31, 2022 to presentfactForm 5500
→ E••••••• B••••••• P••• o• D••••••••• D••••••••• C•••••Plan
Jun 30, 2023 to presentfactForm 5500
→ R••••••••• P••• f•• E•••••••• o• M••••• o• A•••••• L••• I•••••••• C•Plan

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:88274614-4fff-4651-96d8-03a40fb4a901
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 7 h 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.