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T•• L••••••• F••••••••• f•• L•••• T••• L•••••: allocator on the allocators graph | DFX Data Factory

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AllocatorsAllocatorFoundation100M-1Bfoundation

T•• L••••••• F••••••••• f•• L•••• T••• L•••••

Erie, PA

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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, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
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

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Family foundation · key_ein, shared_ein

Facts

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

Total assets: $127Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 8with an amount; holdings are counted apart
Managers: 1
Funds: 0
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
P••••••• R••••••••• L•••••• F••• I•	n/a	Private equity	$21.4M	Dec 31, 2024	commingled	Irs 990
T•• O•••••• F••• • I••••••	n/a	Private equity	$12.9M	Dec 31, 2024	commingled	Irs 990
R••••• A••••••• R••••• F•••

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
S••••••••• G•••• L••	n/a	Dec 31, 2024	n/a	yes	fact

People

••• Locked

Person	Title	Role	Asset class	Current	From	Source
R••••• J••••	CFO/CIO	cio	n/a	yes	n/a	Irs 990

Relationships

Manages for (1)

← S••••••••• G•••• L••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990

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.