DFX Intelligence

M•••••••• •••••••••: manager with allocator capital on the allocators graph | DFX Data Factory

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AllocatorsManager with allocator capital

M•••••••• •••••••••

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:11386a93-9aa3-4b14-8cc4-f0f7b8c0519b

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 3:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
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

Allocators: 0with a commitment to this manager
Commitments: 0
Funds: 0
Re-ups: 0
First-time commitments: 0
P••• clients (Schedule C): 4
EIN: 232693133

Relationships

Manages for (4)

→ L•••• N•• 7••• I••• o• T•• P•••••• F•••PlanInvestment management
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ S•••• L•••• 2•• P•••••• F•••PlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ L•••• 6•• I••••••• a•• E••••••••• I••••••• P•••••• P•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ W••••••• H••••• S•••••• I••• A••••• E•••••••• R••••••••• P••• B•

Dated events

Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 8 days ago
Occurred
Dec 31, 2024
Manager relationship started
••• Locked
Form 5500observed 8 days ago
Occurred
Dec 31, 2024
Consultant changed
••• Locked
Form 5500observed 8 days ago
Occurred
Dec 31, 2023

Provenance

Graph: Allocators
Canonical id: dfx:al:11386a93-9aa3-4b14-8cc4-f0f7b8c0519b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 8 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.