DFX Intelligence

W•••••• R••• • C••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

W•••••• R••• • C••••••

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Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
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

Plan clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Recommended commitments: 0derived
Latest client year end: Sep 30, 2023

Plan clients

••• Locked

Plan	Role	From	To	Current	Evidence
M••••••• S•••• C•••••• a•• B•••••• C••••••••• T•••••• W•••••• • G•••• M••••••• A••••••	actuary	Oct 1, 2022	Sep 30, 2023	no	fact

Relationships

Advised by (1)

← M••••••• S•••• C•••••• a•• B•••••• C••••••••• T•••••• W•••••• • G•••• M••••••• A••••••Planactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 8 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.