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R•••••• I••••••••• A••••••• L••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantocio providerocio

R•••••• I••••••••• A••••••• L••

Allocators

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Search this name across graphsid dfx:al:9af83a1c-1149-4e55-a304-3b38a72551ee

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, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 8
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

RIA / Wealth Managementidentity

R•••••• I••••••••• A•••••••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

P••• clients: 9Form 5500 Schedule C
Public clients: 0
Advisory clients: 9
Institutional RAUM: $13BForm ADV
Discretionary RAUM: $13B
Pension plan clients (ADV): 13
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023
CRD

P••• clients

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

P•••	Role	From	To	Current	Evidence
N•••••••• H••••• P•••••• P•••	Pension consultant	Jan 1, 2023	Dec 31, 2023	no	fact
X•••• C••••••••• R••••••••• I••••• G•••••••• P•••	Investment adviser	Dec 1, 2022	Nov 30, 2023	no	fact
R••••••••• I••••• G•••••••• P••• o• X•••• C••••••••• a•• t•• X••••••••• D•••••••• R•••••••• R••••••• J•••• B•••• o• B••••• o• I••••• a•• O•

Relationships

Advised by (9)

← R••••••••• I••••• G•••••••• P••• o• X•••• C••••••••• a•• t•• X••••••••• D•••••••• R•••••••• R••••••• J•••• B•••• o• B••••• o• I••••• a•• O•PlanInvestment adviser
Dec 1, 2022 to Nov 30, 2023factForm 5500
← X•••• C••••••••• R••••••••• I••••• G•••••••• P•••PlanInvestment adviser
Dec 1, 2022 to Nov 30, 2023factForm 5500
← N•••••••• H••••• C••• B•••••• P•••PlanPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
←

Dated events

Occurred
Dec 31, 2024
Consultant changed
R•••••• I••••••••• A••••••• no longer appears on N•••••••• H••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship started
R•••••• I••••••••• A••••••• appears on Tegna Retirement P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 6 days ago
Occurred
Dec 31, 2024
Manager relationship ended
R•••••• Investment no longer appears on Highmark Retirement P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:9af83a1c-1149-4e55-a304-3b38a72551ee
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.