DFX Intelligence

P••••••• T•••• C••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultant

P••••••• T•••• C••••••

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:c7f638b2-bf30-42d2-b1d4-c98846cc0c7e

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, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
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: 0
Recommended commitments: 0derived
Latest client year end: Dec 31, 2025

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
T•• R••••••••• P••• f•• E•••••••• o• A••••••••• S•••••• B•••	trustee	Jan 1, 2025	Dec 31, 2025	no	fact

Relationships

Advised by (1)

← T•• R••••••••• P••• f•• E•••••••• o• A••••••••• S•••••• B•••Plantrustee
Jan 1, 2025 to Dec 31, 2025factForm 5500

Dated events

Occurred
Dec 31, 2024
Manager relationship started
P••••••• T•••• C•••••• appears on T•• R••••••••• P••• f•• E•••••••• o• A••••••••• S•••••• B•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:c7f638b2-bf30-42d2-b1d4-c98846cc0c7e
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.