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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Foundation

L••••• L••••• F•••••••••

FoundationNashville, TN
Assets
$164M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
34
3 managers on Schedule C
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
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
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
34 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024B••••••••• P•••••• C••••• F••• C•••• S•B•••••••••Private credit$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••••••• P•••••• E••••• S••••••••• F•B•••••••••Private equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• P•••••• A•••••• L•C•••••• P•••••• W••••• L•Private equity$5.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••• E••••• O••••••••• F••• I• L•••P•••••• P•••••• F••• A••••••• L••Public equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••••• V••••••• V• L•CAA Akkadian VenturesPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••••• C•••••• A••••• F•••• L•••CAA Engaged Capital AccessPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••• C••••• O••••••••• F••• I• L•••CAA Ppfa CreditPrivate credit$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••• O••••••••• F••• I• L•••CAA PpfaPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•• • P•••• O•••• U••• V• P••••••••• L•••CAA Point Olema Vc PortfolioPrivate equity$629,095 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••••• R••• E••••• F••• I• L•CAA Tramview Real EstateReal estate$932,944 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••••• R••• E••••• F••• I•• L•CAA Tramview Real EstateReal estate$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• E••••••• L••• F••• I• L•CAA Wcp Enhanced LoanPrivate credit$3.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• R•••••• A•• M•••••• A••••• F••• I••• L•••CAA Wcp Royalty and Mineral AccessPrivate equity$86,485 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• P••••••• • L••• C•••••• F••• L•GT Lone CypressPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••••• P•••• C•••••• I•••••••• O••••••• A••••• F•••• L•••CAA Hunter Point Capital AccessPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G• P••••••• P•••••• C••••• O••••••• F••• I• L•GT P•••••• CreditPrivate credit$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••• R••••• T•••• ••••Acadia RealtyReal estate$604 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A•••••••• R••••• T•••• I•• C•• •••••Americold Realty ComReal estate$1,220 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••• O•• C••••• I••••• C•••• C•••• I•Blue Owl Credit IncomePrivate credit$258,369 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••••••• R••••• T•••• ••••Brandywine RealtyReal estate$258 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••••••• C•••••• I•• C•• C• A• •••••Brightspire Capital Com ClPrivate equity$2,414 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D•••••• R••••• T•••• I•• ••••Digital RealtyReal estate$6,384 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E••••• L•••••••• P••••••••• I•••••••Equity Lifestyle PropertiesPublic equity$932 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E••••• R••••••••• S•• U•••••• ••••Equity Residential Sbi Usd0Public equity$789 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F• M•• P•••••• M•••••• F••• C•••• I•FS Mvp P•••••• MarketsPrivate equity$3.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024I••••••••• R••••• T•••• I•• C•• U•••••• ••••Independence Realty Com Usd0Real estate$1,290 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K••••• R••••• C••• ••••Kilroy RealtyReal estate$890 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K•••• R••••• C••• C•• U•••••••••Kimco Realty Com Usd0Real estate$2,530 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R•••• C•••••• C••• C••••••Ready Capital ComPrivate equity$361 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••••• I••••• C••• C•• ••Realty Income ComReal estate$48,977 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••••• O••••••••• I••••••••• C••• •••••Retail InvestmentsPrivate equity$712 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R•••••• I••••••••• R••••• I•••••••Rexford Industrial Realty inReal estate$773 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•••••• R••••• C••• •••••Terreno RealtyReal estate$946 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••••• R••••• T•••• C•• S•• O• B•• I•• U•••••• ••••Vornado Realty Com Shs of Ben Int Usd0Real estate$1,135 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$164M Dec 31, 2024 reported IRS 990
$165M (2024-12)
Income
$84.5M Dec 31, 2024 reported IRS BMF
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 823829140
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.