DFX Intelligence
Data Factory
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Reading the graph
Allocators
NEW Haven, CT
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Fixed income | n/a | n/a | n/a | 0 | $60,889 | Jun 30, 2025 | Reported |
| Other Investments | n/a | n/a | n/a | 2 | $666M | Jun 30, 2025 | Reported |
| Investment Receivable | n/a | n/a | n/a | 2 | $1.0B | Jun 30, 2025 | Reported |
| Common Stock | n/a | n/a | n/a | 0 | $1.4M | Jun 30, 2025 | Reported |
| Equity Investments | n/a | n/a | n/a | 96 | $41B | Jun 30, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Matthew S T Mendelsohn | Chief Investment Officer | cio | n/a | yes | n/a | Irs 990 |