C••••••••• L••

Allocators

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Search this name across graphsid dfx:al:d2250e26-141f-408a-810f-f6da0c5a6c42

Data as of Sep 22, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 4
Observed: Sep 15, 2026 to Sep 22, 2026

Across DFX

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

Family Officesidentity

C••••••••• L••

Family office · shared crd

Independent Sponsorsidentity

C••••••••• L••

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

C••••••••• L••

Registered adviser · shared crd

Private Creditidentity

Facts

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

P••• clients: 6Form 5500 Schedule C
Public clients: 2
Advisory clients: 7
Institutional RAUM: $1.6BForm ADV
Discretionary RAUM: $49B
Pension plan clients (ADV): 7
Government clients (ADV): 9
Recommended commitments: 0derived
Latest client year end

P••• clients

••• Locked

P•••	Role	From	To	Current	Evidence
C•••• P•••••• P•••	Investment adviser	Jan 1, 2023	Dec 31, 2023	no	fact
H•• I•••••• S••••••••• I••• H••••• E••••••••• R••••••••• P•••	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact
T•• C•••••••• P•••••• P•••

Relationships

Manages for (3)

→ D•• B•••• • L•• F•••••••••Allocator
Dec 31, 2024 to presentfactForm 990
→ A••••• • A••••• M••••••• E••••••• P•••••• P•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ N•• Y••• S•••• N••••• A••••••••• P•••••• P•••PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500

Advised by (8)

Dated events

Occurred
Dec 31, 2024
Consultant changed
••• Locked
Form 5500observed 7 days ago
Occurred
Dec 31, 2023
Consultant changed
••• Locked
Form 5500observed 7 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:d2250e26-141f-408a-810f-f6da0c5a6c42
First observed: Sep 15, 2026
Last observed: Sep 22, 2026 16 h 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.