DFX Intelligence
Data Factory
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Allocators
Reno, NV
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 |
|---|---|---|---|---|---|---|---|
| Commingled funds valued at NAV | n/a | n/a | n/a | 100 | $391M | Jun 30, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Patricia Richard Interim | Executive Director (Until 3/2025) | Executive director | n/a | yes | n/a | Irs 990 |
| Tracy Ostrem | Executive Director (From 4/2025) | Executive director | n/a | yes | n/a | Irs 990 |