DFX Intelligence

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

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AllocatorsInvestment consultantnot allocator

E•••• • Y•••• 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:e868b503-725a-4414-aa7b-193683275ead

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, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 6
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: 28Form 5500 Schedule C
Public clients: 0
Advisory clients: 7
Recommended commitments: 0derived
Latest client year end: Dec 31, 2024

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
B•••• B•••• L••••• P•••••• C••• B•••••• R••••••••• P•••••	actuary	Jan 1, 2024	Dec 31, 2024	no	fact
A••••• R••••••••• P•••	General consultant	Jan 1, 2024	Dec 31, 2024	no	fact
B•••• B•••• L••••• P•••••• C••• B•••••• R••••••••• P•••••

Relationships

Sponsors (3)

→ E•••• • Y•••• I••••••• D•••••• B•••••• R••••••••• P•••PlanPlan sponsor
Jan 1, 2022 to presentfactForm 5500
→ E•••• • Y•••• P••••••••• D•••••• B•••••• R••••••••• P•••PlanPlan sponsor
Jan 1, 2022 to presentfactForm 5500
→ E•••• • Y•••• D•••••• B•••••• R••••••••• P•••PlanPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (28)

Dated events

Occurred
Dec 31, 2024
Consultant changed
E•••• • Y•••• appears on A••••• R••••••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
E•••• • Y•••• L•• no longer appears on I•• P••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)
Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
E•••• and Y•••• LLP no longer appears on N••••• R••• F•••••••• U• L•• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:e868b503-725a-4414-aa7b-193683275ead
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.