DFX Intelligence

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

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AllocatorsManager with allocator capital

F•••• E•••• I••••••••• M•••••••••

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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 23, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 7
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: 7with a commitment to this manager
Commitments: 8
Funds: 2
Re-ups: 0
F••••-time commitments: 0
Latest commitment: Dec 31, 2024
P••• clients (Schedule C): 16
EIN: 571156902

Relationships

Manages for (20)

→ I••• W•••••• D••••••• C•••••• o• N•• E•••••• P•••••• F•••Plan
Dec 31, 2022 to presentfactForm 5500
→ A•••••• I••••••••• L•••• ••• P•••••• P•••Plan
Dec 31, 2022 to presentfactForm 5500
→ S••••••• I••••••••• P•••••• F•••Plan
Dec 31, 2024 to presentfactForm 5500
→ M••••• M•••••• K••••••• F•••••••••Allocator

Dated events

Order

Occurred
31 Dec 2024
Manager relationship started2 events
F•••• E•••• I••••••••• M•••••••••: manager relationship started, 2 counterparties, on 31 Dec 2024
- ••• Locked
- ••• Locked
Occurred
31 Dec 2024
Manager relationship ended2 events
F•••• E•••• I••••••••• M•••••••••: manager relationship ended, 2 counterparties, on 31 Dec 2024
- ••• Locked
- ••• Locked
Occurred
31 Dec 2023
Manager relationship started3 events
F•••• E•••• I••••••••• M•••••••••: manager relationship started, 3 counterparties, on 31 Dec 2023
- ••• Locked
- ••• Locked
- ••• Locked

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.