S••••• C•••••• M••••••••• L•: manager with allocator capital on the allocators graph

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

Allocators: 3with a commitment to this manager
Commitments: 8
Funds: 1
Re-ups: 0
First-time commitments: 0
Latest commitment: Jun 30, 2025
P••• clients (Schedule C): 9
EIN: 043370184

Relationships

Manages for (9)

→ S••••••• F••• B••••• L••• I•••••••• C•••••• R••••••••• P•••Plan
Jun 30, 2025 to presentfactForm 5500
→ S•• C••••••• I•• C• R••••••••• P•••Plan
Jun 30, 2024 to presentfactForm 5500
→ I•••• P••••••• P•••••• P•••Plan
Dec 31, 2023 to presentfactForm 5500
→ E••••••• R••••••••• P••• o• S•••••• I••• a•• I•• D••••••• S•••••••••PlanInvestment management

Dated events

Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:0696cff1-fd20-49f6-998c-2a26b30c9525
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.