DFX Intelligence

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

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AllocatorsInvestment consultantinstitutional manager

M••• C•••• C•••••• A•••••••• L••

Allocators

Conshohocken, PA

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Search this name across graphsid dfx:al:f572c1c3-fda2-4ae4-83b5-b7385e3315cf

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 3
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

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

Private Equityidentity

M••• C•••• C•••••• A•••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

M••• C•••• C•••••• A•••••••• L••

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

M••• C•••• C•••••• A•••••••• L••

Registered adviser · shared crd

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: 1
Institutional RAUM: $2.3BForm ADV
Discretionary RAUM: $10B
Pension plan clients (ADV): 17
Recommended commitments: 0derived
Latest client year end: Dec 31, 2022
CRD

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
L••• F••••• C•••••• M••••• R••••••••• P•••	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (4)

→ E•••• N•• J••••• R••••••••• P•••PlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ E••••• I••• R••••••••• P•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ R••••••••• P••• f•• S••••••• E•••••••• o• I••••••••• M••• S••••••• I•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ R••••••••• P••• f•• E•••••••• o• A•••• C•••••••••

Dated events

Occurred
Dec 31, 2023
Manager relationship ended
••• Locked
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:f572c1c3-fda2-4ae4-83b5-b7385e3315cf
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 16 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.