DFX Intelligence

Data Factory

C•••••• S••••••••• I••• G•••• L••: 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•••••• S••••••••• I••• G•••• L••

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:9f0b7386-5e07-44a8-b9fe-4f17412bcf6e

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, 10:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
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: 5Form 5500 Schedule C
Public clients: 0
Advisory clients: 5
Recommended commitments: 0derived
Latest client year end: Dec 31, 2024

P••• clients

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

P•••	Role	From	To	Current	Evidence
M••••••• E•••••••• R••••••••• I••••• P•••	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
S••••• C••••••••• I••• R••••••••• P•••	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
C••••••• C••••• U• L•• P•••••• P•••••• P••• I•

Relationships

Advised by (5)

← A••• B••••• C••••••••• P•••••• P•••PlanGeneral consultant
Dec 1, 2022 to Nov 30, 2023factForm 5500
← C••••••• C••••• U• L•• P•••••• P•••••• P••• I•PlanInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
← C••••••• C••••• U• L•• P•••••• P•••••• P••• I•PlanInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500
← S••••• C••••••••• I••• R••••••••• P•••

Dated events

Occurred
Dec 31, 2024
Consultant changed
Capital Strategies Investment Group appears on S••••• C••••••••• I••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
Capital Strategies appears on Bethpage Federal Credit Union Pension P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
C•••••• S••••••••• I••• G•••• L•• appears on M••••••• E•••••••• R••••••••• I••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:9f0b7386-5e07-44a8-b9fe-4f17412bcf6e
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.