DFX Intelligence

S•• I••••••••• M•••••••••: manager with allocator capital on the allocators graph | DFX Data Factory

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AllocatorsManager with allocator capital

S•• I••••••••• M•••••••••

Allocators

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Search this name across graphsid dfx:al:8308c994-622b-4366-804a-09791e74c0d5

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, 9:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
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: 0with a commitment to this manager
Commitments: 0
Funds: 0
Re-ups: 0
First-time commitments: 0
P••• clients (Schedule C): 8
EIN: 952913505

Relationships

Manages for (8)

→ F•••••••• M••••• R••••••••• P•••PlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ H••••• I••• W••••••• P•••••• P•••PlanInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ H•••• U•••• a•• H•••• I••••••• o• H••••• P•••••• P•••PlanInvestment management
Aug 1, 2022 to Jul 31, 2023factForm 5500
→ F••• P•••••• L••• P•••••• P•••

Dated events

Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 7 days ago
Occurred
Dec 31, 2024
Manager relationship ended
••• Locked
Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Manager relationship started
••• Locked
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:8308c994-622b-4366-804a-09791e74c0d5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.