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AllocatorsPlantaft hartley100m-1b

S•••• M•••• W••••••• L•••• 1•• W••••••••• D••• A••• P•••••• F•••

Allocators

Portland, OR

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:31303f7a-141a-4130-982e-5782be469900

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, 2:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 16
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

Total assets: $392Mlatest reading; see basis
Assets as of: Mar 31, 2025
Assets basis: REPORTED
Funded ratio: 98%
Participants: 2,838
Commitments: 37with an amount; holdings are counted apart
M•••••rs: 9
Funds: 14
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	M•••••r	Bucket	V••••	As of	Kind	Source
L••••••• B•••• M••••• 3••• I•••• F•	A••••••••• B•••	Pooled vehicle	$48.0M	Mar 31, 2023	Collective trust	Dol form 5500 pension
L••••••• B•••• M••••• 3••• I•••• F•	A••••••••• B•••	Pooled vehicle

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$622,190	Mar 31, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	2

Consultants

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
F••••• • F•••••	actuary	Apr 1, 2024	Mar 31, 2025	no	fact	Dol form 5500 pension
A•• I••••••••• U•• I••	Investment adviser	Apr 1, 2022	Mar 31, 2023	no	fact	Dol form 5500 pension

M•••••rs

••• Locked

M•••••r	Mandate	From	To	Current	Evidence
B••••• H••••• U• I••••••••• M••••••••• L•	n/a	Mar 31, 2025	n/a	yes	fact
A••••••••• B•••	n/a	Mar 31, 2025	n/a	yes	fact
S•••• S••••• G••••• A••••••• T••••	n/a

Relationships

Manages for (21)

← B••••• H••••• U• I••••••••• M••••••••• L•Manager with allocator capital
Mar 31, 2025 to presentfactForm 5500
← S•••• S••••• G••••• A••••••• T••••Investment consultant
Mar 31, 2023 to presentfactForm 5500
← A••••••••• B•••Investment consultant
Mar 31, 2025 to presentfactForm 5500
← D•• P•••••••Manager with allocator capitalInvestment management

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Manager relationship ended
A••••••• B•••••••• LLC no longer appears on S•••• M•••• W••••••• L•••• 1•• W••••••••• D••• A••• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)
A••••••• B••••••••• L•••Form 5500observed 7 days ago
Occurred
Mar 31, 2024
Holding in a pooled vehicle ended
S•••• M•••• W••••••• L•••• 1•• W••••••••• D••• A••• P•••••• F••• no longer reports D•••• M••• E•• M••• I••• N• F••• (State S••••• - R•••••• 2000) (last held $7M at 2023-03-31; absent from the 2024-03-31 filing)
S•••• S••••• G••••• A••••••• T•••• C••••••Form 5500observed 7 days ago
$6.7M
Occurred
Mar 31, 2024
Holding in a pooled vehicle started

Provenance

Graph: Allocators
Canonical id: dfx:al:31303f7a-141a-4130-982e-5782be469900
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.