DFX Intelligence

W•••••• A•••• M••• C••••••• L••: manager with allocator capital on the allocators graph | DFX Data Factory

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AllocatorsManager with allocator capital

W•••••• A•••• M••• C••••••• L••

Allocators

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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 23, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 116
Dated events: 22
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 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

Allocators: 61with a commitment to this manager
Commitments: 166
Funds: 25
Re-ups: 0
First-time commitments: 0
Latest commitment: Sep 30, 2025
P••• clients (Schedule C): 93
EIN: 952705767

Relationships

showing 80 of 116

Manages for (71)

→ M•• P••••••• I•• P•••••• P•••Plan
Dec 31, 2022 to presentfactForm 5500
→ R••••••••• P••• f•• t•• E•••••••• o• I•••• R•••••••• I•••Plan
Dec 31, 2022 to presentfactForm 5500
→ A•• F••••• U•• R••••••••• P•••Plan
Dec 31, 2023 to presentfactForm 5500
→ S••••••• B•••••• I••• M••••• P•••••• P•••Plan

Dated events

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

Occurred
Dec 31, 2024
Holding in a pooled vehicle ended
••• Locked
Form 5500observed 8 days ago
$40.8M
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 8 days ago
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 8 days ago

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.