DFX Intelligence
Data Factory
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Reading the graph
Allocators
Louisville, KY
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 |
|---|---|---|---|---|---|---|---|
| PARTNERSHIP INVESTMENTS | n/a | n/a | n/a | 100 | $668M | Jun 30, 2025 | Reported |
| MISCELLANEOUS INVESTMENTS | n/a | n/a | n/a | 0 | $1.3M | Jun 30, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Keith Sherman | EXECUTIVE DIRECTOR & COO | Executive director | n/a | yes | n/a | Irs 990 |