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W•••••• J• • D•••••• K• O••••• F••••••••• I••: allocator on the allocators graph | DFX Data Factory

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AllocatorsAllocatorFoundation100M-1Bfoundation

W•••••• J• • D•••••• K• O••••• F••••••••• I••

Cleveland, OH

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Search this name across graphs

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, 7:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
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

W•••••• J• • D•••••• K• O••••• F••••••••• I••

Family foundation · key_ein, shared_ein

Facts

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

Total assets: $148Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 10with an amount; holdings are counted apart
Managers: 4
Funds: 4
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•••• M•• V•••• F•••••••	n/a	Private equity	$8.7M	Dec 31, 2024	commingled	Irs 990
F•• C••••••• F•••••••	n/a	Private equity	$5.0M	Dec 31, 2024	commingled	Irs 990
W•••••• B•••• E••••••• M•••••• G••••• F•••

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
P••• S••••• C•••••• A•••••••• L•••••	n/a	Dec 31, 2024	n/a	yes	fact
S•••••• G••• A•••••••• L••	n/a	n/a	n/a	yes	fact
F••• W••••••••• I••••••••• A••••••• I••	n/a

Relationships

Manages for (4)

← P••• S••••• C•••••• A•••••••• L•••••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← S•••••• G••• A•••••••• L••Manager with allocator capital
factForm 990
← F••• W••••••••• I••••••••• A••••••• I••Manager with allocator capital
factForm 990
← T••••••• M••••••••• L••Manager with allocator capital
fact

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.