DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Simi Valley, CA
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
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.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| FIXED INCOME MUTUAL FUNDS | n/a | n/a | n/a | 44 | $136M | Sep 30, 2024 | Reported |
| TRUST FUNDS HELD BY OTHERS | n/a | n/a | n/a | 0 | $574,023 | Sep 30, 2024 | Reported |
| PRIVATE EQUITY SECURITIES | n/a | n/a | n/a | 16 | $48.8M | Sep 30, 2024 | Reported |
| EQUITY MUTUAL FUNDS | n/a | n/a | n/a | 39 | $121M | Sep 30, 2024 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| John D Heubusch | EXECUTIVE DIRECTOR | Executive director | n/a | yes | n/a | Irs 990 |