DFX Intelligence

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

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AllocatorsInvestment consultantinvestment consultant

S••••••• I••••••••• P••••••• L••

Allocators

Portland, OR

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Search this name across graphsid dfx:al:c0dfed61-b888-43a7-802b-0a45e3b43a13

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, 8:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
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••••••••• P••••••• L••

Registered adviser · shared crd

Facts

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

P••• clients: 2Form 5500 Schedule C
Public clients: 0
Advisory clients: 2
Institutional RAUM: $2.1BForm ADV
Discretionary RAUM: $2.3B
Pension plan clients (ADV): 20
Recommended commitments: 0derived
Latest client year end: Apr 30, 2023
CRD

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
B••••••• S•••••• P•••••• P•••	Pension consultant	May 1, 2022	Apr 30, 2023	no	fact
E••••••••• • W••••••••• P•••••• T•••• F•••	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact

Relationships

Advised by (2)

← E••••••••• • W••••••••• P•••••• T•••• F•••PlanInvestment adviser
Apr 1, 2022 to Mar 31, 2023factForm 5500
← B••••••• S•••••• P•••••• P•••PlanPension consultant
May 1, 2022 to Apr 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:c0dfed61-b888-43a7-802b-0a45e3b43a13
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.