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Allocators

Westwood, MA

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Search this name across graphsid dfx:al:4727b27f-52a5-4940-8275-7c933536a8ce

Data as of Sep 16, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 1
Observed: Sep 15, 2026 to Sep 16, 2026

Across DFX

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

Family Officesidentity

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Family foundation · key ein, shared ein

Facts

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

Total assets: $467Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 23with an amount; holdings are counted apart
Managers: 7
Funds: 7
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M••••••••• C••• O•• F••• L••	M••••••••• C•••••• M••••••••• L••	Private equity	$14.5M	Dec 31, 2024	commingled	Irs 990
M• E••••• F••• C•••• A• U•• S•	n/a	Private equity	$11.9M	Dec 31, 2024	commingled	Irs 990

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
L•••••• C•••••• M••••••••• L•	n/a	Dec 31, 2024	n/a	yes	fact
A••••• M••••••••• L•••	n/a	Dec 31, 2024	n/a	yes	fact
M••••••••• C•••••• M••••••••• L••	n/a

People

••• Locked

Person	Title	Role	Asset class	Current	From	Source
J••• A• D••••••	CHIEF INVESTMENT OFFICER	cio	n/a	yes	n/a	Irs 990

Relationships

Manages for (7)

← A••••• M••••••••• L•••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← M••••••••• C•••••• M••••••••• L••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← L•••••• C•••••• M••••••••• L•Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← S•••• C••••••Manager with allocator capital

Dated events

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

Show 2 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
••• Locked
First seen by DFX
Sep 16, 2026
date not stated
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:4727b27f-52a5-4940-8275-7c933536a8ce
First observed: Sep 15, 2026
Last observed: Sep 16, 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.