DFX Intelligence
Data Factory
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Allocators
Hanover, NH
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 |
|---|---|---|---|---|---|---|---|
| Fixed Income Securities and Commingled Funds | n/a | n/a | n/a | 0 | $37.6M | Jun 30, 2025 | Reported |
| Hedge Funds | n/a | n/a | n/a | 21 | $1.8B | Jun 30, 2025 | Reported |
| Other Investments | n/a | n/a | n/a | 0 | $184,197 | Jun 30, 2025 | Reported |
| Global Equity Commingled Funds | n/a | n/a | n/a | 20 | $1.7B | Jun 30, 2025 | Reported |
| Real Estate & Real Asset Limited Partnerships | n/a | n/a | n/a | 12 | $1.0B | Jun 30, 2025 | Reported |
| Private Equity/Venture Capital Limited Partnership | n/a | n/a | n/a | 46 | $3.9B | Jun 30, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Kelsey Morgan | Chief Investment Officer | cio | n/a | yes | n/a | Irs 990 |