W•••••••• R••• E••••• F••• I•• L•: manager with allocator capital on the allocators graph

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

Allocators: 0with a commitment to this manager
Commitments: 0
Funds: 0
Re-ups: 0
First-time commitments: 0
P••• clients (Schedule C): 1
EIN: 800767627

Relationships

Manages for (1)

→ E••••••••• R••••••••• P••• o• D••• U•••••••••PlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:5b12bd57-3997-44f4-a451-868a55e0b8ba
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.