E••••• P• E••••

Andover, MA

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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 24, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

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

Family Officesidentity

E••••• P• E••••

Family foundation · same EIN

Facts

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

Total assets: $261Mlatest reading; see basis
Assets as of: Nov 30, 2025
Assets basis: REPORTED
Commitments: 18with an amount; holdings are counted apart
Managers: 5
Funds: 0
Re-ups: 0
First-time managers: 0
Latest commitment: Nov 30, 2025
Consultants

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
M••••• C•••••• I•••••••••	M••••• C•••••• M••••••••• L••	Private equity	$81.4M	Nov 30, 2025	commingled	Irs 990
P••••••• C•••••• H•••••• F••• •• L••	n/a	Private equity	$21.6M	Nov 30, 2025	commingled	Irs 990

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
M••••• C•••••• M••••••••• L••	n/a	Nov 30, 2025	n/a	yes	fact
A••••••••• C••••••• L•	n/a	Nov 30, 2025	n/a	yes	fact
O•••• I••••••••• M••••••••• L••••••	n/a

Relationships

Manages for (5)

← M••••• C•••••• M••••••••• L••Manager with allocator capital
Nov 30, 2025 to presentfactForm 990
← A••••••••• C••••••• L•Investment consultant
Nov 30, 2025 to presentfactForm 990
← O•••• I••••••••• M••••••••• L••••••Manager with allocator capital
Nov 30, 2025 to presentfactForm 990
← I••••••••• F•••••••• P•••••••• L••Manager with allocator capital

Dated events

No dated event names this entity yet.

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.

All 18 rows

Vehicle	Manager	Bucket	Value	As of	Kind	Source
A•••• L••• S••••••• O••••••• F••• L••	n/a	Private equity	$5.0M	Nov 30, 2025	commingled	Irs 990
W•••••• O••••••••• F••• L•••	n/a	Private equity	$4.6M	Nov 30, 2025	commingled	Irs 990
1•• S••••• P••••••• O••••••• L•••	n/a	Private equity	$4.5M	Nov 30, 2025	commingled	Irs 990
A••••••• F••••••••• F•••• L•••	n/a	Private equity	$4.0M	Nov 30, 2025	commingled	Irs 990
X•••••••• M••• J•••• G••• F•••	n/a	Private equity	$3.6M	Nov 30, 2025	commingled	Irs 990
M••••••• R••• E••••• S•••••• S••••••••• F•••	M••••••• M••••••••• L•	Private credit	$969,315	Nov 30, 2025	commingled	Irs 990
G• V•••••• F••• I• L•	n/a	Private equity	$53,490	Nov 30, 2025	commingled	Irs 990
S•••• S••••• A•••• F••• L••	n/a	Private equity	$3,619	Nov 30, 2025	commingled	Irs 990