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

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Data Factory / Allocators / Investment consultant

AllocatorsInvestment consultantinstitutional manager

W•••••••• A•••• M••••••••• I•••

Allocators

SAN Ramon, CA

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:e5f16a7b-5bcd-43a9-bb25-259449dc51cd

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, 1:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

W•••••••• A•••• M••••••••• I•••

Registered adviser · shared crd

Facts

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

Plan clients: 0Form 5500 Schedule C
Public clients: 0
Advisory clients: 0
Institutional RAUM: $25.3MForm ADV
Discretionary RAUM: $408M
Government clients (ADV): 10
Recommended commitments: 0derived
CRD: 108407

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:e5f16a7b-5bcd-43a9-bb25-259449dc51cd
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.