DFX Intelligence

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

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AllocatorsInvestment consultant

T•• S•••• C• ••••••• S••••••• I•••

Allocators

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Search this name across graphsid dfx:al:b64bf438-f37c-495a-8000-d757c11d9a99

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, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 63
Dated events: 12
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: 61Form 5500 Schedule C
Public clients: 0
Advisory clients: 13
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
O•••••••• E•••••••• L•••• 4•• P•••••• T••••	actuary	Jan 1, 2025	Dec 31, 2025	no	fact
S•••• M•••• W••••••• L•••• U•••• N•• 9• P•••••• P••	actuary	Jan 1, 2024	Dec 31, 2024	no	fact
P••••••••• G•••• o• A•••••• P•••••• P•••

Relationships

Advised by (61)

← O•••••••• E•••••••• L•••• 4•• P•••••• T••••Planactuary
Jan 1, 2025 to Dec 31, 2025factForm 5500
← Oregon Retail E•••••••s Pension P•••Planactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
← U••• S•••• M•••• P•••••• T••••PlanGeneral consultant
Nov 1, 2022 to Oct 31, 2023factForm 5500
← P•••••• P•••••••• P•••••• T•••• F•••

Dated events

Occurred
Dec 31, 2024
Consultant changed
S•••• Consulting appears on P••••••••• G•••• o• A•••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
The S•••• Company (western S•••••) no longer appears on S••••• A••••• G•••• • P•••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Consultant changed
The S•••• Company (western S•••••) appears on Pension P••• of the E••••••••-Shopmen's L•••• 516 Pension Trust's Schedule C as pension consultant (plan year 2024 vs 2023)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:b64bf438-f37c-495a-8000-d757c11d9a99
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.