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

G••••• a•• B•••••• R••••••• E•••••••• F••••••••• I••

FoundationLagrange, KY
Assets
$540M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
20
2 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
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024O•• A•• E••••••• L•••••••• L••O•••• C••••••Private equity$3.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• C•••••• I•Cevian CapitalPrivate equity$9.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E••••••• G••••• I••••E••••••• G••••• I••••Private equity$9.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• P••••••• V••••••• B••• F•••• L•••Hound Variable BetaPrivate equity$4.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024J•••• H•••••••• E••• B••• I•••• F••• L••Janus Henderson Euro Best IdeasPrivate equity$9.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L••••• J••••••• S•••••••• E•••••L••••• J••••••• S•••••••• E•••••Public equity$8.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••••••• M••••••••• C••••• F•••Midocean Multi Asset CreditPrivate credit$4.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•• B•••••••• T• L••OCA Braidwell TePrivate equity$6.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•• F••• A•••• E••••• L•••••• F••• L••OCA Fssa Asian Equity LeadersPublic equity$3.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•• T•• L••OCA TsiPrivate equity$4.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•• W•• F•• L••OCA Wcm FigPrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• F••••••• R••• L••• F•••Permcap Floating Rate LoanPrivate credit$2.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• N••••••••• M••••••• F•••Permcap Non Agency MortgageFixed income$9.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• P••••••• P••••••• M••••• F•••Permcap Physical Precious MetalsNatural resources$8.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••••••• F•••PointstatePrivate equity$6.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•• P•••••••SioPrivate equity$5.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••••• P••••••• F•••P•••••••• C•••••• L•••Private equity$5.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••• O••••••• F••• L•SurgocapPrivate equity$4.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•••••• S••••• P•••••••Trinity StreetPrivate equity$8.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••••• N••••• S••••• E••••• F•••Vaughan Nelson Select EquityPublic equity$8.5M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$540M Dec 31, 2024 reported IRS 990
$516M (2024-12)
Income
$1.1B 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 843892154
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.