DFX Intelligence

Data Factory

C••••••• R•••••••• U•••••••• I•••: investment consultant on the allocators graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

AllocatorsInvestment consultant

C••••••• R•••••••• U•••••••• I•••

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:993531d4-c18c-4a46-8ba5-8276693f0b77

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, 8:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
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: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Dec 30, 2023

P••• clients

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

P•••	Role	From	To	Current	Evidence
A•••••••• R••••••••• P•••	General consultant	Dec 31, 2022	Dec 30, 2023	no	fact

Relationships

Advised by (1)

← A•••••••• R••••••••• P•••PlanGeneral consultant
Dec 31, 2022 to Dec 30, 2023factForm 5500

Dated events

Occurred
Dec 31, 2023
Consultant changed
C••••••• R•••••••• U•••••••• I••• no longer appears on A•••••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:993531d4-c18c-4a46-8ba5-8276693f0b77
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.