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R••••• I• S•••••••• F••••••••• I••: allocator on the allocators graph | DFX Data Factory

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AllocatorsAllocatorfoundation100m-1b

R••••• I• S•••••••• F••••••••• I••

Allocators

Rockville, MD

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:58205d29-b533-490f-b81c-213b28968073

Data as of Sep 16, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
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

R••••• I• S•••••••• F••••••••• I••

Family foundation · shared ein

Facts

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

Total assets: $184Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 20with an amount; holdings are counted apart
Managers: 8
Funds: 5
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
E•• F•••••••• S••••••• F••• •	E•• C•••••• L•	Private equity	$13.3M	Dec 31, 2024	commingled	Irs 990
E•• D••• O••••••••• O••••••	E•• C•••••• L•	Private credit	$5.9M

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
TRUST VENTURES FUND III LP	n/a	n/a	n/a	n/a	$1.5M	Dec 31, 2024	Reported

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

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

Relationships

Manages for (8)

← KKRManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← E•• C•••••• L•Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← C••••• C•••• M••••••••• L••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← B••••••••Investment consultant
Dec 31, 2024 to present

Dated events

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

Show 1 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
R••••• I• S•••••••• F••••••••• I•• holds B••••••• C•••••• V• L••; the manager is raising: B••••••• C•••••• V•I, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph

Provenance

Graph: Allocators
Canonical id: dfx:al:58205d29-b533-490f-b81c-213b28968073
First observed: Sep 15, 2026
Last observed: Sep 16, 2026 5 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.