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

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AllocatorsInvestment consultant

C•••••• L•••••••••

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:d1242e3f-42ca-452a-979a-35560d94975f

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 10:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
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: 0
Recommended commitments: 0derived
Latest client year end: Dec 31, 2023

P••• clients

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

P•••	Role	From	To	Current	Evidence
P•••••• P••• o• t•• C•••• C•••••••••	actuary	Jan 1, 2023	Dec 31, 2023	no	fact

Relationships

Advised by (1)

← P•••••• P••• o• t•• C•••• C•••••••••Planactuary
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:d1242e3f-42ca-452a-979a-35560d94975f
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.