DFX Intelligence

A••• R••• E••••• S•••••• I••••• F••: manager with allocator capital on the allocators graph | DFX Data Factory

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AllocatorsManager with allocator capital

A••• R••• E••••• S•••••• I••••• F••

Allocators

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:8afe92af-b72a-4aa1-b21b-640f9ee0bffb

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, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
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): 2
EIN: 832025173

Relationships

Manages for (2)

→ P••••••• P••• F•••••• • M••••••••• E•••••••• S•••••• L•••• U•••• N•• 3•• P•••••• P•••PlanInvestment management
Jun 1, 2022 to May 31, 2023factForm 5500
→ L•••• U•••• 2•• I••• P•••••• T•••• F•••PlanInvestment management
May 1, 2023 to Apr 30, 2024factForm 5500

Advised by (1)

← R••••••• P••• T••••• I••••••• P•••••• F•••Plantrustee
Apr 1, 2023 to Mar 31, 2024factForm 5500

Dated events

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

Provenance

Graph: Allocators
Canonical id: dfx:al:8afe92af-b72a-4aa1-b21b-640f9ee0bffb
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.