J••• M• B••• E••••••••

Allocators

Charlotte, NC

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Search this name across graphsid dfx:al:c6d45359-4105-4b4a-a43c-f22df418e0c3

Data as of Sep 16, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 16, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

J••• M• B••• E••••••••

Family foundation · shared ein

Facts

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

Total assets: $416Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 51with an amount; holdings are counted apart
Managers: 17
Funds: 20
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
J••• H••••••• 2••• L••	n/a	Private equity	$16.4M	Dec 31, 2024	commingled	Irs 990
A••••••• P••••••• S•••••	A••••••• P••••••• L•	Private equity	$10.8M	Dec 31, 2024	commingled	Irs 990

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
B••••••• P•••••••• L••	n/a	Dec 31, 2024	n/a	yes	fact
F•• H••••• I••••••••• I• M••••••••• L••	n/a	Dec 31, 2024	n/a	yes	fact
C••••••••• C•••••• M••••••••• L••	n/a

Relationships

Manages for (17)

← B••••••• P•••••••• L••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← F•• H••••• I••••••••• I• M••••••••• L••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← C••••••••• C•••••• M••••••••• L••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← S•••••••• M•••••• M••••••••• L••Manager with allocator capital

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
••• Locked

Provenance

Graph: Allocators
Canonical id: dfx:al:c6d45359-4105-4b4a-a43c-f22df418e0c3
First observed: Sep 15, 2026
Last observed: Sep 16, 2026 6 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.