DFX Intelligence

W•••••• K• B•••• J• F•••••••••: allocator on the allocators graph | DFX Data Factory

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AllocatorsAllocatorFoundation100M-1Bfoundation

W•••••• K• B•••• J• F•••••••••

SAN Francisco, CA

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Search this name across graphs

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, 8:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

W•••••• K• B•••• J• F•••••••••

Family foundation · key_ein, shared_ein

Facts

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

Total assets: $237Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 14with an amount; holdings are counted apart
Managers: 4
Funds: 4
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
U••• X•• L•	n/a	Private equity	$8.0M	Dec 31, 2024	commingled	Irs 990
M•••••• B•• C•••••• F••• I•	M•••••• B•• C•••••• M••••••••• I•••	Private equity	$2.5M	Dec 31, 2024	commingled	Irs 990

Policy targets, latest period

••• Locked

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
US VENTURE PARTNERS IX	n/a	n/a	n/a	n/a	$165,183	Dec 31, 2024	Reported

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M•••••• B•• C•••••• M••••••••• I•••	n/a	Dec 31, 2024	n/a	yes	fact
O•• V•••••••	n/a	n/a	n/a	yes	fact
P••••••••• S••••••• L••	n/a

Relationships

Manages for (4)

← M•••••• B•• C•••••• M••••••••• I•••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← O•• V•••••••Manager with allocator capital
factForm 990
← P••••••••• S••••••• L••Manager with allocator capital
factForm 990
← W••••••••• A••••••••• I••Manager with allocator capital
fact

Dated events

No dated event names this entity yet.

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.

All 14 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M•••••• B•• C•••••• L••	M•••••• B•• C•••••• M••••••••• I•••	Private equity	$518,090	Dec 31, 2024	commingled	Irs 990
L•• I•• A••••••••• L• • C••	n/a	Private equity	$78,529	Dec 31, 2024	commingled	Irs 990
W••••••••• D••••••••• O••••••••• F••• L•	W••••••••• A••••••••• I••	Private credit	$57,483	Dec 31, 2024	commingled	Irs 990
M• R••• E••••• F• V••	n/a	Real estate	$13,125	Dec 31, 2024	commingled	Irs 990