DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Claremont, CA
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 |
|---|---|---|---|---|---|---|---|
| FIXED INCOME | n/a | n/a | n/a | 7 | $234M | Jun 30, 2025 | Reported |
| ABSOLUTE RETURN | n/a | n/a | n/a | 19 | $592M | Jun 30, 2025 | Reported |
| Other | n/a | n/a | n/a | 0 | $118,179 | Jun 30, 2025 | Reported |
| PRIVATE EQUITY | n/a | n/a | n/a | 9 | $292M | Jun 30, 2025 | Reported |
| US EQUITY | n/a | n/a | n/a | 19 | $589M | Jun 30, 2025 | Reported |
| NON US EQUITY | n/a | n/a | n/a | 8 | $238M | Jun 30, 2025 | Reported |
| EMERGING MARKETS | n/a | n/a | n/a | 6 | $183M | Jun 30, 2025 | Reported |
| REAL ASSETS | n/a | n/a | n/a | 11 | $341M | Jun 30, 2025 | Reported |
| VENTURE CAPITAL | n/a | n/a | n/a | 22 | $682M | Jun 30, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| David Wallace | ASST TREASURER/CIO | cio | n/a | yes | n/a | Irs 990 |