F••••••• M••••••••• • R••••••• C•••: manager with allocator capital on the allocators graph

Across DFX

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.

Facts

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

Allocators: 0with a commitment to this manager
Commitments: 0
Funds: 0
Re-ups: 0
First-time commitments: 0
P••• clients (Schedule C): 11
EIN: 061194217

Relationships

Manages for (11)

→ T•• Y••• W•••• C•••••• P•••••• P••• f•• G•••••• a•• A••••••••• E••••••••PlanInvestment management
Jan 1, 2025 to Dec 31, 2025factForm 5500
→ P•••••• P••• o• C••••••• a•• A•••• D••••••••• a•• E••••••••• S•••••••PlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ R••••••••• I••••• P••• f•• E•••••••• o• I•••••••• P••••••••• M••••••••• I•••PlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→

Dated events

Order

Occurred
31 Dec 2024
Manager relationship started
••• Locked
Form 5500
Occurred
31 Dec 2024
Manager relationship ended
••• Locked
Form 5500
Occurred
31 Dec 2023
Manager relationship started3 events
F••••••• M••••••••• • R••••••• C•••: manager relationship started, 3 counterparties, on 31 Dec 2023
- ••• Locked
- ••• Locked
- ••• Locked

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.