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

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AllocatorsInvestment consultant

E•••••••• I•••••••••

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:bd154a55-5119-455b-9956-5f325c0f0a1c

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, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
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: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Recommended commitments: 0derived
Latest client year end: Dec 31, 2022

P••• clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

P•••	Role	From	To	Current	Evidence
H••• C••••••••• I••• F••••••• P•••••• P•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (3)

→ H••• C••••••••• I••• F••••••• P•••••• P•••Plan
Dec 31, 2022 to presentfactForm 5500
→ Eugene and Marilyn Glick Foundation CorporationAllocator
Nov 30, 2025 to presentfactForm 990
→ Charles T Bauer Charitable FoundationAllocator
Dec 31, 2024 to presentfactForm 990

Advised by (1)

← H••• C••••••••• I••• F••••••• P•••••• P•••

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:bd154a55-5119-455b-9956-5f325c0f0a1c
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.