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

D•••• F•••••••••

FoundationMillbrook, NY
Assets
$247M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
17
5 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
5 managers on the commitment tape
Commitments
17 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024T•••••• V•••••• F••• I• L•T•••••• V•••••• P•••••••Venture$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••••• C•••••• P••••••• I• L•C••••••••• P•••••••• L•Private equity$14,965 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•••••••• C•••••• P••••••• I•• L•G•• C•••••• P••••••• L••Private equity$608,955 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A• A••• R••••• H•••••••• L•AG Asia RealtyReal estate$5,797 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A• G••••• C•••••• P••••••• I• L•••AG Growth CapitalPrivate equity$6,207 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•• I• D••• A••••••••• L•CCP Debt AcquisitionPrivate credit$550 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••• I••••••••• F•••A••••• M••••••••• L•••Private equity$1,674 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L• A••• P•••••• I•••••••• L•LC Asia PrivatePrivate equity$178,031 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• R••• D••••••••• S••••••••• O•••••••Summit Rock Diversified StrategiesHedge / diversifiers$30.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• R••• H••••• E••••• O•••••••Summit Rock Hedged EquityHedge / diversifiers$26.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• R••• P•••••• E••••• I•Summit Rock Private EquityPrivate equity$10.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• R••• P•••••• E••••• I••Summit Rock Private EquityPrivate equity$17.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• R••• P•••••• E••••• I•Summit Rock Private EquityPrivate equity$12.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• R••• P•••••• E••••• V•Summit Rock Private EquityPrivate equity$10.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• R••• P•••••• E••••• V•Summit Rock Private EquityPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• R••• S••••• E••••• O•••••••Summit Rock Select EquityPublic equity$41.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••••••• P•••• P••••••• L•R••••••• C••••••• L•Infrastructure$14,182 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$247M Dec 31, 2024 reported IRS 990
$247M (2024-12)
Income
$6.8M 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 136084888
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.