DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Foundation
S••••••••• C•• F•••••••••
FoundationSAN Francisco, CA
Assets
$398M
Total assets, Jan 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jan 31, 2025
Commitments
3
1 managers on Schedule C
Allocation policy
IRS 990, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- P•••••• CREDIT FUND I LLC $27.7M
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- R•••••• I•••••••••2 rows, latest Jan 31, 2025
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jan 31, 2025 | P•••••• M•••••• F••• 2••• L• | R•••••• I••••••••• | Private equity | $28.0M held | Disclosed holding | apps.irs.gov | |
| as of Jan 31, 2025 | P•••••• M•••••• F••• 2••• L•• | R•••••• I••••••••• | Private equity | $13.3M held | Disclosed holding | apps.irs.gov | |
| as of Jan 31, 2025 | R•••• S••••••••• M•••• A•••• G••••• | R•••• S••••••••• M•••• A•••• G••••• | Multi-asset | $216M held | Disclosed holding | apps.irs.gov |
Size and funding
3 readings
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 943347800
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.