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Allocators
Malibu, CA
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| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| CASH & CASH EQUIV. INVESTMENTS | n/a | n/a | n/a | 0 | $401,764 | Jul 31, 2025 | Reported |
| LIMITED PARTNERSHIPS | n/a | n/a | n/a |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| F••• H••••• | DIRECTOR OF INVESTMENTS | Asset class head | n/a | yes | n/a | Irs 990 |
| J•••••• R•••• | CHIEF INVESTMENT OFFICER | cio | n/a | yes | n/a | Irs 990 |
| $1.8M |
| Jul 31, 2025 |
| Reported |
| OTHER INVESTMENTS | n/a | n/a | n/a | 0 | $1.1M | Jul 31, 2025 | Reported |
| ALTERNATIVE INVESTMENTS | n/a | n/a | n/a | 100 | $937M | Jul 31, 2025 | Reported |
| DIRECTOR OF INVESTMENTS |
| Asset class head |
| n/a |
| yes |
| n/a |
| Irs 990 |