DFX Intelligence
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Allocators
Portland, OR
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 |
|---|---|---|---|---|---|---|---|
| Alternative investments | n/a | n/a | n/a | 100 | $858M | Jun 30, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Andrew Lonergan | Director of Investments | Asset class head | n/a | yes | n/a | Irs 990 |
| Erik Bernhardt | Chief Investment Officer | cio | n/a | yes | n/a | Irs 990 |
| Sarah Panetta | Executive Director of Advancement | Executive director | n/a | yes | n/a | Irs 990 |
| Sheena McFarland | Executive Director Public Affairs & Communications | Asset class head | n/a | yes | n/a | Irs 990 |