DFX Intelligence

S•••••••• C•••••• I••••••••• A••••••• I••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantinvestment consultant

S•••••••• C•••••• I••••••••• A••••••• I••

Allocators

Lombard, IL

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Search this name across graphsid dfx:al:9f516375-d130-4203-b1a7-42393902d261

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 1
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

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

RIA / Wealth Managementidentity

S•••••••• C•••••• I••••••••• A••••••• I••

Registered adviser · key crd, shared crd

Facts

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

Website: ••• Locked
P••• clients: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Pension plan clients (ADV): 70
Recommended commitments: 12derived
Latest client year end: May 31, 2025
CRD: 107772

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
P••••••• L•••• N•• 8• P•••••• P•••	Investment adviser	Jun 1, 2024	May 31, 2025	no	fact
O••• B••••••••• P•••••• P•••	Investment adviser	May 1, 2023	Apr 30, 2024	no	fact

Relationships

Advised by (2)

← O••• B••••••••• P•••••• P•••PlanInvestment adviser
May 1, 2023 to Apr 30, 2024factForm 5500
← P••••••• L•••• N•• 8• P•••••• P•••PlanInvestment adviser
Jun 1, 2024 to May 31, 2025factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
••• Locked
Form 5500observed 8 days ago
Occurred
Dec 31, 2023
Consultant changed
••• Locked
Form 5500observed 8 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:9f516375-d130-4203-b1a7-42393902d261
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 23 h 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.