DFX Intelligence
Reading the graph
Reading the graph
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Allocators
LOS Angeles, 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.
| Vehicle | Manager | Bucket | V•••• | As of | Kind | Source |
|---|---|---|---|---|---|---|
| N• C••••••••• S•••• T••• I••••••••• | N••••••• T•••• I••••••••• I••• | cash | $41.5M | May 31, 2025 | Collective trust | Dol form 5500 pension |
| A••••••••• G••••• E••••• A•••• E•• | A•••• S••••• C•••••• | Public equity |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 0 | $1.4M | May 31, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 73 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P••••••• C•••••• I•• G••• L•• | Investment adviser | Jun 1, 2023 | May 31, 2024 | no | fact | Dol form 5500 pension |
| S••••••••• I••••••••• I•••• I••• | Investment adviser | Jun 1, 2023 | May 31, 2024 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| S••••••••• I••••••••• I•••••••• | Investment management | Jun 1, 2024 | May 31, 2025 | no | fact |
| N••••••• T•••• C•• | Investment management | Jun 1, 2023 | May 31, 2024 | no | fact |
| P••••••• C•••••• I•• G•••• L•• | Investment management |
| May 31, 2025 |
| 103 12 ie |
| Dol form 5500 pension |
| A••••••••• G••••• E••••• A•••• E•• | A•••• S••••• C•••••• | Public equity | $32.9M | May 31, 2024 | 103 12 ie | Dol form 5500 pension |
| S••••••••• I•••• V•••• E••••• T•••• | S••••••••• I••••••••• I••••••• | Public equity | $32.1M | May 31, 2024 | 103 12 ie | Dol form 5500 pension |
| N• C••••••••• S•••• T••• I••••••••• | N••••••• T•••• I••••••••• I••• | cash | $32.0M | May 31, 2024 | Collective trust | Dol form 5500 pension |
| S••••••••• I•••• V•••• E••••• T•••• | S••••••••• I••••••••• I••••••• | Public equity | $24.2M | May 31, 2025 | 103 12 ie | Dol form 5500 pension |
| May 31, 2025 |
| Derived |
| Common/collective trusts | n/a | n/a | n/a | 4 | $41.5M | May 31, 2025 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 5 | $60.8M | May 31, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 17 | $184M | May 31, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 2 | $17.2M | May 31, 2025 | Derived |
| C••• N••••••• B••• | custodian | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Jun 1, 2022 | May 31, 2023 | no | fact | Dol form 5500 pension |
| May 31, 2023 |
| no |
| fact |
| A••••••••• C••••••• L• | Investment management | Jun 1, 2022 | May 31, 2023 | no | fact |