DFX Intelligence

A•••••• R• B•••••• L•• F•••• P•••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

A•••••• R• B•••••• L•• F•••• P•••

Allocators

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Search this name across graphsid dfx:al:94905918-1f0f-4f95-acc8-bd2e28665903

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, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
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: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Recommended commitments: 0derived
Latest client year end: Aug 31, 2023

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
E•••••••• M•••••••• E•••••••• P•••••• P•••	Pension consultant	Sep 1, 2022	Aug 31, 2023	no	fact
L••••••• F•••• P•••••• P••• f•• U••••• F••• • C••••••••• W•••••• • O••••••• D•••••••	Pension consultant	Feb 1, 2022	Jan 31, 2023	no	fact

Relationships

Advised by (2)

← E•••••••• M•••••••• E•••••••• P•••••• P•••PlanPension consultant
Sep 1, 2022 to Aug 31, 2023factForm 5500
← L••••••• F•••• P•••••• P••• f•• U••••• F••• • C••••••••• W•••••• • O••••••• D•••••••PlanPension consultant
Feb 1, 2022 to Jan 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2023
Consultant changed
A•••••• R• B•••••• L•• F•••• P••• no longer appears on E•••••••• M•••••••• E•••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:94905918-1f0f-4f95-acc8-bd2e28665903
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.