DFX Intelligence

C•••• a•• M•••• D•••• F•••••••••: allocator on the allocators graph | DFX Data Factory

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AllocatorsAllocatorFoundation100M-1Bfoundation

C•••• a•• M•••• D•••• F•••••••••

KEY Largo, FL

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Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 24, 2026, 2:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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

Family Officesidentity

C•••• a•• M•••• D•••• F•••••••••

Family foundation · same EIN

Facts

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

Total assets: $158Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 3with an amount; holdings are counted apart
Managers: 1
Funds: 1
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
S•• L••••• C••••• F••••• F•••	S•••• P•••• C••••• A•••••• L••	Private credit	$89.3M	Dec 31, 2024	commingled	Irs 990
S•••• P•••• C••••• C•••••••••	n/a	Private credit	$32.0M	Dec 31, 2024

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
S•••• P•••• C••••• A•••••• L••	n/a	n/a	n/a	yes	fact

Relationships

Manages for (1)

← S•••• P•••• C••••• A•••••• L••Manager with allocator capital
factForm 990

Lp of (1)

→ S•• L••••• C••••• F••••• F•••• L•••Vehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 8 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.