DFX Intelligence

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

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AllocatorsInvestment consultantinvestment consultant

S••••••• I••••••••• A•••••••

Allocators

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Search this name across graphsid dfx:al:b89584d1-3c7c-4876-b828-bfb2b27756ba

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
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

S••••••• I••••••••• A•••••••• I•••

Registered adviser · shared crd

Facts

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

P••• clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $568MForm ADV
Discretionary RAUM: $1.1B
Pension plan clients (ADV): 44
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023
CRD

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
S••••• a•• R•••• I••••••••• P•••••• P••• f•• U•••• E••••••••	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Advised by (1)

← S••••• a•• R•••• I••••••••• P•••••• P••• f•• U•••• E••••••••PlanInvestment adviser
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

Occurred
Dec 31, 2024
Consultant changed
••• Locked
Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
••• Locked
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:b89584d1-3c7c-4876-b828-bfb2b27756ba
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 5 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.