DFX Intelligence

D••••• a•• L•••• D•••• F•••••••••: allocator on the allocators graph | DFX Data Factory

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AllocatorsAllocatorfoundation100m-1b

D••••• a•• L•••• D•••• F•••••••••

Allocators

Wausau, WI

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Search this name across graphsid dfx:al:f5fe27fb-42ba-4b70-8ace-f286575ae62c

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
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

D••••• a•• L•••• D•••• F•••••••••

Family foundation · shared ein

Facts

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

Total assets: $135Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 8with an amount; holdings are counted apart
Managers: 7
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants

Holdings (a value, never a commitment)

••• Locked

Vehicle	Manager	Bucket	Value	As of	Kind	Source
H••••• H••• D••••••• E••••• D•••• F•••••••••	H•••••	Public equity	$6.8M	Dec 31, 2024	commingled	Irs 990
A••••• S•••••••• O••••••••• F••• I•• L• • O•••••••	A••••• C•••••• M••••••••• L••	Private equity	$930,211	Dec 31, 2024

Managers

••• Locked

Manager	Mandate	From	To	Current	Evidence
A••••• C•••••• M••••••••• L••	n/a	Dec 31, 2024	n/a	yes	fact
H•••••	n/a	Dec 31, 2024	n/a	yes	fact
T•• C•••••• G••••	n/a

People

••• Locked

Person	Title	Role	Asset class	Current	From	Source
J•••••• S•••••	EXECUTIVE DIRECTOR	Executive director	n/a	yes	n/a	Irs 990

Relationships

Manages for (7)

← B•• R•••• C••••••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← I•••••••• L••Investment consultant
Dec 31, 2024 to presentfactForm 990
← G•••••••Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← A••••• C•••••• M••••••••• L••Manager with allocator capital
Dec 31, 2024 to present

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:f5fe27fb-42ba-4b70-8ace-f286575ae62c
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 7 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.