DFX Intelligence

L•••• C••••••••• D•••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

L•••• C••••••••• D•••

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Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 9:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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

Independent Sponsorsidentity

A••••••••• C•••••••••

Sponsor-backed company · same EIN

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

••• Locked

P•••	Role	From	To	Current	Evidence
U••••• M••• W•••••• o• A•••••• 1••• P•••••• P•••	General consultant	Jul 1, 2024	Jun 30, 2025	no	fact

Relationships

Advised by (1)

← U••••• M••• W•••••• o• A•••••• 1••• P•••••• P•••PlanGeneral consultant
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

Order

Occurred
31 Dec 2024
Consultant changed
••• Locked
Form 5500

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 8 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.