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D•••• a• S•••• J• F•••••••••: allocator on the allocators graph | DFX Data Factory

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AllocatorsAllocatorFoundation100M-1Bfoundation

D•••• a• S•••• J• F•••••••••

Tampa, FL

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Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 2:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
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

Family Officesidentity

D•••• a• S•••• J• F•••••••••

Family foundation · same EIN

Facts

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

Total assets: $132Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 14with an amount; holdings are counted apart
Managers: 2
Funds: 0
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P•• T•••••• T•• 1••• L•	n/a	Private equity	$5.0M	Dec 31, 2024	commingled	Irs 990
M••• G•••• O••••••••• F••• V•• L••	n/a	Private equity	$2.0M	Dec 31, 2024	commingled	Irs 990
G• L• G•••••••• L••

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
W••••• S••••• C••••••• L•••••	n/a	Dec 31, 2024	n/a	yes	fact
S•••••••• C•••••• M••••••••• L••	n/a	Dec 31, 2024	n/a	yes	fact

Relationships

Manages for (2)

← W••••• S••••• C••••••• L•••••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← S•••••••• C•••••• M••••••••• L••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id
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.

All 14 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
W••••• S••••• R••• E••••• D••• F••• L•	W••••• S••••• C••••••• L•••••	Private credit	$535,929	Dec 31, 2024	commingled	Irs 990
G• E• I• L••	n/a	Private equity	$500,000	Dec 31, 2024	commingled	Irs 990
G•••••• S••••• B••••••• H•••••••• L••	n/a	Private equity	$500,000	Dec 31, 2024	commingled	Irs 990
G• N•• O••••••••• I•• L••	n/a	Private equity	$348,830	Dec 31, 2024	commingled	Irs 990