L•••• 2•• P•••••• T•••• F•••

Allocators

Lake Success, NY

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Search this name across graphsid dfx:al:621fd875-43f6-46df-992b-f103a891de78

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 7:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2026 to Sep 22, 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: $1.4Blatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 110%
Participants: 7,446
Commitments: 26with an amount; holdings are counted apart
Managers: 9
Funds: 9
Re-ups: 0
First-time managers

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
P••• Q•••• S•••••••• S•• 5••	P••••••••• I•••••••• C•••••• o• A••	Pooled vehicle	$240M	Dec 31, 2023	Separate account	Dol form 5500 pension
J•••• C••• B••• F•••	J• M••••• C••••	Fixed income	$168M

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	$4.6M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0

C•••••••••

••• Locked

Consultant	Role	From	To	Current	Evidence	Source
J••• M••••• I••••••••• M•••••••••	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
J••••••• C•••• B•••• N•••	Discretionary trustee	Mar 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
W••••••••• C•••••• M••••••••• I•••	n/a	Dec 31, 2024	n/a	yes	fact
J• M••••• C••••	n/a	Dec 31, 2022	n/a	yes	fact
I•••••• N•••• A•••••• L••	Investment management

Relationships

Manages for (12)

← J• M••••• C••••Manager with allocator capital
Dec 31, 2022 to presentfactForm 5500
← W••••••••• C•••••• M••••••••• I•••Manager with allocator capitalInvestment management
Mar 1, 2022 to Dec 31, 2022factForm 5500
← C••••••• T•••••••••Manager with allocator capitalInvestment management
Mar 1, 2022 to Dec 31, 2022factForm 5500
← P••••••••• I•••••••• C•••••• o• A••

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
L•••• 2•• P•••••• T•••• F••• no longer reports P••• Q•••• S•••••••• S•• 5•• (P••••••••• I•••••••• C•••••• o• A••) (last held $240M at 2023-12-31; absent from the 2024-12-31 filing)
P••••••••• I•••••••• C•••••• o• A••Form 5500observed 7 days ago
$240M
Occurred
Dec 31, 2023
Manager relationship started
J••• M••••• I••••••••• M••••••••• appears on L•••• 2•• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)
J••• M••••• I••••••••• M•••••••••Form 5500observed 7 days ago

Show 1 bookkeeping events

Provenance

Graph: Allocators
Canonical id: dfx:al:621fd875-43f6-46df-992b-f103a891de78
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 4 h 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.