DFX Intelligence
Allocator Intelligence
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Foundation
J••• M••••••• F••••••••• I••
FoundationNew York, NY
Assets
$182M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
4
1 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
- C•••••• B••••••••• EXECUTIVE DIRECTORExecutive director / CEO
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- E•••• V••••1 rows, latest Dec 31, 2024
Commitments
4 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 Dec 31, 2024 | E•••• V•••• I••••• F••• O• B••••• I• • 1••••••••• S• | E•••• V•••• | Fixed income | $6.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | M••••••••• U• S•••• C•• E••••• F••• P• •••••• • 2••••••••• S• | Multi Manager US Small Cap Equity Sh | Public equity | $3.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | M••••••••• I••••••••• E••••• F••• P• •••••• • 5••••••••• S• | Multi Manager Equity Sh | Public equity | $7.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G• T••••••• T••• O•••••• F••• C•••• P• •••••• • 5••••••••• S• | GS Tactical Tilt Overlay Sh | Hedge / diversifiers | $5.2M 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 113161054
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.