DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Chino Hills, CA
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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $518,986 | Jun 30, 2025 | Derived |
| Registered investment companies | n/a | n/a | n/a | 97 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| U• B••• | trustee | Jul 1, 2024 | Jun 30, 2025 | no | fact | Dol form 5500 pension |
| G•••••••• B•••••• S•••••••• I••• | actuary | Jul 1, 2023 | Jun 30, 2024 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| V••••••• A••••••• I••• | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Jun 30, 2025 |
| Derived |
| trustee |
| Jul 1, 2022 |
| Jun 30, 2023 |
| no |
| fact |
| Dol form 5500 pension |
| A••••• P••••••• L•• | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |