DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Allocators
Chicago, IL
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 |
|---|---|---|---|---|---|---|---|
| CASH CLEARING ACCOUNT | n/a | n/a | n/a | 0 | $1.5M | Jun 30, 2025 | Reported |
| OPPORTUNISTIC CREDIT | n/a | n/a | n/a | 4 | $41.2M | Jun 30, 2025 | Reported |
| PRIVATE EQUITY INVESTMENTS | n/a | n/a | n/a | 21 | $217M | Jun 30, 2025 | Reported |
| MARKETABLE ALTERNATIVES | n/a | n/a | n/a | 20 | $203M | Jun 30, 2025 | Reported |
| MARKETABLE EQUITY INVESTMENTS | n/a | n/a | n/a | 53 | $550M | Jun 30, 2025 | Reported |
| Real Assets Investments | n/a | n/a | n/a | 3 | $26.8M | Jun 30, 2025 | Reported |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Katharine Wyatt | CHIEF INVESTMENT OFFICER | cio | n/a | yes | n/a | Irs 990 |