DFX Intelligence

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

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AllocatorsInvestment consultantOcio providerocioocio provider · probable

B•••••••• F•••••••• M••••••••• I••

Allocators

New York, NY

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Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 6:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 73
Dated events: 18
On other graphs: 5
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

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

Private Equityidentity

B•••••••• F•••••••• M••••••••• I••

Private equity manager · key_cik, key_crd, key_sfn_adviser, shared_crd

Independent Sponsorsidentity

B•••••••• F•••••••• M••••••••• I••

Capital provider to sponsors · key_cik, key_crd, key_sfn_adviser, shared_crd

RIA / Wealth Managementidentity

B•••••••• F•••••••• M••••••••• I••

Registered adviser · key_cik, key_crd, key_sfn_adviser, shared_crd

Facts

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

P••• clients: 6Form 5500 Schedule C
P••••• clients: 0
Advisory clients: 1
Institutional RAUM: $913BForm ADV
Discretionary RAUM: $1593B
Pension plan clients (ADV): 154
Government clients (ADV): 54
Recommended commitments: 7derived
Latest client year end

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
C•••••• S•••••• S•••••••• • S•••••••• A•••• P•••••• P•••	Named fiduciary	Jan 1, 2024	Dec 31, 2024	no	fact
C•••••• S•••••• S•••••••• • S•••••••• A•••• P•••••• P•••	custodian	Jan 1, 2023	Dec 31, 2023	no	fact
P•••••• G•• a•• E••••••• C•••••• R••••••••• P•••

Relationships

Manages for (66)

→ N••••••• E••••••••• B•••••• F•••PlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ P••••• I•• R••••••••• P•••PlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ G•••••• P•••• C•••••• P•••••• P•••PlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ R••••••••• P••• f•• E•••••••• o• t•• A••••• C•••••••••

Dated events

Order

Occurred
31 Dec 2024
Manager relationship ended6 events
B•••••••• F•••••••• M••••••••• I••: manager relationship ended, 6 counterparties, on 31 Dec 2024
- ••• Locked
- ••• Locked
- ••• Locked
Occurred
31 Dec 2024
Manager relationship started2 events
B•••••••• F•••••••• M••••••••• I••: manager relationship started, 2 counterparties, on 31 Dec 2024
- ••• Locked
- ••• Locked
Occurred
31 Dec 2023
Manager relationship started4 events
B•••••••• F•••••••• M••••••••• I••: manager relationship started, 4 counterparties, on 31 Dec 2023
- ••• Locked
- ••• Locked
- ••• Locked
Occurred
31 Dec 2023
Manager relationship ended6 events
B•••••••• F•••••••• M••••••••• I••: manager relationship ended, 6 counterparties, on 31 Dec 2023
- ••• Locked
- ••• Locked
- ••• Locked

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 27 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.