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G•••• P•••• A•••••••• L••: investment consultant on the allocators graph | DFX Data Factory

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Data Factory / Allocators / Investment consultant

AllocatorsInvestment consultantinstitutional manager

G•••• P•••• A•••••••• L••

Allocators

Rockville, MD

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Search this name across graphsid dfx:al:b8020c6c-0565-4bf3-a77d-56180024f359

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, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
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

G•••• P•••• A•••••••• L••

Registered adviser · shared crd

Facts

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

Plan clients: 0Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Institutional RAUM: $18.9MForm ADV
Discretionary RAUM: $566M
Pension plan clients (ADV): 13
Recommended commitments: 0derived
CRD: 313171

Relationships

Manages for (1)

→ A Alfred Taubman FoundationAllocator
Dec 31, 2024 to presentfactForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:b8020c6c-0565-4bf3-a77d-56180024f359
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.