DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Hoboken, NJ
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 |
|---|---|---|---|---|---|---|---|
| TRUSTS HELD BY OTHERS | n/a | n/a | n/a | 6 | $7.2M | Jun 30, 2025 | Reported |
| SPLIT INTEREST AGREEMENTS | n/a | n/a | n/a | 2 | $2.6M | Jun 30, 2025 | Reported |
| ALTERNATIVE INVESTMENTS | n/a | n/a | n/a | 19 | $22.0M | Jun 30, 2025 | Reported |
| PRIVATE EQUITY | n/a | n/a | n/a | 72 | $81.8M | Jun 30, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Tejash Patel | VP, CIO TO 9/6/24 | cio | n/a | yes | n/a | Irs 990 |