DFX Intelligence

F••••••• A•••• M•••••••••: manager with allocator capital on the allocators graph | DFX Data Factory

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AllocatorsManager with allocator capital

F••••••• A•••• M•••••••••

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Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 23, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

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): 13
EIN: 146131155

Relationships

Manages for (13)

→ R•••••••• V•••••••• I••• E••••••••• P•••••• P•••PlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ H••••• I••• W••••••• P•••••• P•••PlanInvestment management
Apr 1, 2022 to Mar 31, 2023factForm 5500
→ R••••••••• A•• • S•••••• D••• •••••• P•••••• P•••PlanInvestment management
Feb 28, 2022 to Feb 28, 2023factForm 5500
→ L•••• 8•• A•••••••• P•••••• P•••

Dated events

Order

Occurred
31 Dec 2024
Manager relationship started2 events
F••••••• A•••• M•••••••••: manager relationship started, 2 counterparties, on 31 Dec 2024
- ••• Locked
- ••• Locked
Occurred
31 Dec 2023
Manager relationship ended
••• Locked
Form 5500
Occurred
31 Dec 2023
Manager relationship started
••• Locked
Form 5500

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.