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B•• H••••• T•••• C••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

B•• H••••• T•••• C••••••

Allocators

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Search this name across graphsid dfx:al:88f00060-5a7c-4f48-bba1-46623b17f9e5

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, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
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: 5Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025

P••• clients

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

P•••	Role	From	To	Current	Evidence
W•••• G••••• I••• P•••••• P•••	trustee	Jan 1, 2025	Dec 31, 2025	no	fact
F•••••••• H••••••• R••••••••• P••• f•• C•••••• F••••• M•••••••• C••••• E••••••••	trustee	Jan 1, 2023	Dec 31, 2023	no	fact
B•• L•••• U•••• 1• P•••••• F•••

Relationships

Advised by (5)

← W•••• G••••• I••• P•••••• P•••Plantrustee
Jan 1, 2025 to Dec 31, 2025factForm 5500
← B•• L•••• U•••• 1• P•••••• F•••Plancustodian
Apr 1, 2022 to Mar 31, 2023factForm 5500
← P•••••• P••• o• D•••••••• • P••••••• L••Plantrustee
Jan 1, 2022 to Dec 31, 2022factForm 5500
← C•••••••• M••••••• H••••••• R••••••••• P•••

Dated events

Occurred
Dec 31, 2024
Manager relationship ended
BMO H••••• Bank N.A. no longer appears on B•• L•••• U•••• 1• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:88f00060-5a7c-4f48-bba1-46623b17f9e5
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.