DFX Intelligence

N•••••• G•••• C•••••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantOcio providerocioocio provider · probable

N•••••• G•••• C•••••••••

Allocators

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Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 5:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 1
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

N•••••• G•••• C••••••••• L••

Registered adviser · key_crd, shared_crd

Facts

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

P••• clients: 3Form 5500 Schedule C
Public clients: 0
Advisory clients: 3
Institutional RAUM: $5.1BForm ADV
Discretionary RAUM: $5.1B
Pension plan clients (ADV): 3,761
Recommended commitments: 5derived
Latest client year end: Dec 31, 2022
CRD

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
B••• H••••••• B••• P•••••• P•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
C•• H••••• P•••••• P•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
V••••• M•••••••• C•••••• P•••••• P•••	Investment adviser

Relationships

Advised by (3)

← B••• H••••••• B••• P•••••• P•••PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← C•• H••••• P•••••• P•••PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← V••••• M•••••••• C•••••• P•••••• P•••PlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
••• Locked
Form 5500observed 8 days ago
Occurred
Dec 31, 2024
Consultant changed
••• Locked
Form 5500observed 8 days ago

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 26 h 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.