DFX Intelligence

A••• B••••• a•• A•••••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantocio providerocio

A••• B••••• a•• A•••••••••

Allocators

Menlo Park, CA

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Search this name across graphsid dfx:al:b471fcbe-ae37-4c34-9fe5-c90931196406

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, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 5
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

A••• B••••• A•• A•••••••••

Registered adviser · shared crd

Facts

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

Website: alanbiller.com
P••• clients: 34Form 5500 Schedule C
Public clients: 0
Advisory clients: 33
Institutional RAUM: $57BForm ADV
Discretionary RAUM: $65B
Pension plan clients (ADV): 25
Recommended commitments: 0derived
Latest client year end

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
B••••••••• • T••••• T••••• I••••••••• P•••••• F•••	Pension consultant	Jan 1, 2025	Dec 31, 2025	no	fact
C••••••••• L••••••••• P•••••• P•••	Investment adviser	Jan 1, 2025	Dec 31, 2025	no	fact
B•• • S••••••• E•••••••• P•••••• P•••

Relationships

Advised by (34)

← C••••••••• L••••••••• P•••••• P•••PlanInvestment adviser
Jan 1, 2025 to Dec 31, 2025factForm 5500
← I•••• • L•••• U•••• O••••••• • E•••••••• P•••••• P•••PlanInvestment adviser
Jan 1, 2025 to Dec 31, 2025factForm 5500
← B•• • S••••••• E•••••••• P•••••• P•••PlanInvestment adviser
Jan 1, 2025 to Dec 31, 2025factForm 5500
← B••••••••• • T••••• T••••• I••••••••• P•••••• F•••

Dated events

Occurred
Dec 31, 2024
Consultant changed
A••• B••••• a•• A•••••••••, Inc. appears on M••••••••• C••••••••• R••••••• C•••••• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
A••• D. B••••• & Associates, Inc. no longer appears on Teamster Affiliates Pension P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
A••• B••••• & Associates, Inc. appears on U•••••• F•••••••• E••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:b471fcbe-ae37-4c34-9fe5-c90931196406
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.