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O••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

O••••••

Allocators

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Search this name across graphsid dfx:al:8f72dbc5-275d-483c-a391-4265641e7267

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, 10:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
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: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Jun 30, 2025

P••• clients

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

P•••	Role	From	To	Current	Evidence
D•••••• I•••••••• o• A••• P•••••• P•••	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact

Relationships

Manages for (2)

→ Pipeline Industry Pension FundPlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ Retirement P••• for Employees of the Avista CorporationPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Advised by (1)

← D•••••• I•••••••• o• A••• P•••••• P•••PlanInvestment adviser
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

Occurred
Dec 31, 2024
Manager relationship started
O•••••• appears on D•••••• I•••••••• o• A••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Manager relationship started
O•••••• appears on Pipeline Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:8f72dbc5-275d-483c-a391-4265641e7267
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.