C••••••• M••• I••••••••• A••••••••: 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: 1with a commitment to this manager
Commitments: 1
Funds: 1
Re-ups: 0
First-time commitments: 0
Latest commitment: Jun 30, 2023
Plan clients (Schedule C): 2
EIN: 930577450

Relationships

Manages for (2)

→ Kern Regional Center Defined Benefit Retirement PlanPlan
Jun 30, 2023 to presentfactForm 5500
→ Jersey Shore State Bank Retirement PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:1fa8b1f1-a7d6-45f4-8878-61996903c360
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.