DFX Intelligence

B••••• P••••••• N•• I•••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

B••••• P••••••• N•• 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:996b1a58-fda2-4019-b7e5-b3abf288b57f

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, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 0
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: 15Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
W••••••••• T•••••••• L•••• 4•• P•••••• F•••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact
I••••••• L•••• 4•• P•••••• F•••	actuary	Jun 1, 2023	May 31, 2024	no	fact
L•••••••• P•••••• F••• o• L•••• U•••• N•• 1••	actuary

Relationships

Advised by (15)

← W••••••••• T•••••••• L•••• 4•• P•••••• F•••Planactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
← I••••••• L•••• 1•• P•••••• P•••Planactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
← L•••• 7• R••••••••• F•••Planactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
← I••• L•••• N•• 2•• P•••••• P•••

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:996b1a58-fda2-4019-b7e5-b3abf288b57f
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.