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
E•••• H•••••• F•••••••••
FoundationSAN Antonio, TX
Assets
$160M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Allocation policy
IRS 990, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Exchange Traded Funds $19.0M
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
1 roles
- J••••• M••••••••• Executive DirectorExecutive director / CEO
Manager roster
No manager relationship is on the tape for this allocator.
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 Jun 30, 2025 | N•••••••• E••••• F•••• • I••••••••• P••••••••• | N•••••••• Equity Investment P••••••••• | Public equity | $75.2M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | C•••••••• S•••••• M•••• C•••••• H••••••• | C•••••••• S••••• M•••• Capital | Public equity | $11.8M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | C•••••••• S••••• • S•••••• C•••••• H••••••• | C•••••••• S••••• S•••••• Capital | Public equity | $23.8M 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 300654055
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.