DFX Intelligence

S••••••• C••••••••• F•••••••••: allocator on the allocators graph | DFX Data Factory

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AllocatorsAllocatorfoundation<100m

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Allocators

Libertyville, IL

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Search this name across graphsid dfx:al:15450565-716f-4c56-a063-b2ace1491a64

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, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
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

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Family foundation · shared ein

Facts

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

Total assets: $92.3Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Commitments: 24with an amount; holdings are counted apart
Managers: 6
Funds: 13
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
R•• V••••••• I••	R•• V••••••• I•• M••••••••• L•••••	Private equity	$3.6M	Jun 30, 2025	commingled	Irs 990
R••••••• I••• L•	R••••••••• L••	Private equity	$2.7M

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
R••••••• L••• H•••••••• L••	n/a	Jun 30, 2025	n/a	yes	fact
L••• S••••• P•••••• W•••••• L••	n/a	Jun 30, 2025	n/a	yes	fact
R••••••••• L••	n/a

Relationships

Manages for (6)

← R••••••• L••• H•••••••• L••Manager with allocator capital
Jun 30, 2025 to presentfactForm 990
← L••• S••••• P•••••• W•••••• L••Manager with allocator capital
Jun 30, 2025 to presentfactForm 990
← R••••••••• L••Manager with allocator capital
factForm 990
← R•• V••••••• I•• M••••••••• L•••••Manager with allocator capital
fact

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:15450565-716f-4c56-a063-b2ace1491a64
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.