W•••••••

Allocators

Santa Monica, CA

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Search this name across graphsid dfx:al:25fd4c6f-d746-42a7-9beb-f227592604ff

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 5:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 10
On other graphs: 4
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

W••••••• A••••••••• I•••••••••

Private equity manager · shared crd

Independent Sponsorsidentity

W•••••••

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

W•••••••

Registered adviser · shared crd

Private Creditidentity

Facts

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

P••• clients: 31Form 5500 Schedule C
Public clients: 2
Advisory clients: 33
Institutional RAUM: $11BForm ADV
Discretionary RAUM: $148B
Pension plan clients (ADV): 94,431
Government clients (ADV): 29
Recommended commitments: 0derived
Latest client year end

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
K•••• R•••• C••••••••• S••••••• E••••••••• P•••••• P•••	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
H•••••• W•••••• C••••••••• P•••••• P•••	Investment adviser	Jan 1, 2024	Dec 31, 2024	no	fact
E••••••••• R••••••••• P••• o• t•• N••••••• E•••••••• A•••••••••

Relationships

Manages for (7)

→ Jessie Ball Dupont Religious Charitable & E••••••••al FundAllocator
Dec 31, 2024 to presentfactForm 990
→ International A••••••••• of Machinists and Aerospace Workers Pension P•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Defiance Precision P•••••••, Inc. Pension P••• for Local 638 Uaw E••••••••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Xcel E••••• Pension P••• and Xcel E••••• Pension P••• for Bargaining E••••••••

Dated events

Occurred
Dec 31, 2024
Manager relationship started
W••••••• A••••••••• appears on K•••• R•••• C••••••••• S••••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
W••••••• A••••••••• Incorproated no longer appears on International A••••••••• of Machinists and Aerospace Workers Pension P•••'s Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship started
W••••••• Advisors LLC appears on NEW Century Energies, Inc. Retirement P••• for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees's Schedule C as investment manager (plan year 2024 vs 2023)
Form 5500

Provenance

Graph: Allocators
Canonical id: dfx:al:25fd4c6f-d746-42a7-9beb-f227592604ff
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 2 h 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.