E••••••• C•••••• P••••••• I•• L•••

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.

P••• clients

1Form 5500 Schedule C

Public clients

0

Advisory clients

1

Recommended commitments

0derived

Latest client year end

Dec 31, 2023

• Occurred

  Dec 31, 2024
  Consultant changed

  E••••••• C•••••• P••••••• I•• L••• no longer appears on E••••••••• R••••••••• P••• o• C••••••••• E••••••••• D••••••••• I•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)

  Form 5500observed 7 days ago
• Occurred

  Dec 31, 2023
  Consultant changed

  E••••••• C•••••• P••••••• I•• L••• appears on E••••••••• R••••••••• P••• o• C••••••••• E••••••••• D••••••••• I•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)

  Form 5500observed 7 days ago

Graph

Allocators

Canonical id

dfx:al:a953c42c-295d-41c9-b318-34d727746a91

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.