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

T•• W••• a•• L•••• D••••• F•••••••••

FoundationSAN Francisco, CA
Assets
$154M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
17
4 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
4 managers on the commitment tape
From the plan’s own commitment disclosures
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, 2024S••••••••• F••• I•• L•A•••Private equity$355,826 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••••• P•••••••• V•••••• C•••••• F••• •••••••• L•••M••••• C•••••• M••••••••• L••Venture$2.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••••• F•••• L•A•••Private equity$367,856 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• M••••••••• I•• I••••••••• F••••Bridge MultifamilyPrivate equity$65,286 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•••••• S•••••••• C••••• F•••Oaktree Strategic CreditPrivate credit$9.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K•• O••••••••• ••••••••• F••• P•••••• I•••••••• I••• L•••KKR PrivatePrivate equity$894,791 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D••••••••• O••••••••• I••••• F••• I• L••Doubleline Opportunistic IncomeHedge / diversifiers$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•••• P•••••••• L•••TrianPrivate equity$6.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F••••••• C•••••• I••••••••• P•••••••• L•Farallon CapitalPrivate equity$6.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• S•••••• I• I••••••••• F••••Bridge SeniorsPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• M••••••••• I• I••••••••• F••••Bridge MultifamilyPrivate equity$3.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P• P•••••• B••••••••• L••• S••••••• V• O••••••• F••••• L•PE Premier Blackstone Life SciencesPrivate equity$827,862 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K•• D••••••••• O••••••••• ••• F••••• L•••KKR DislocationPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F••••••• C•••••• F••• V• L•F••••••• C••••••Private equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F••••••• C•••••• F••• I•• L•••F••••••• C••••••Private equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• M••••••••• V• I••••••••• F••••Bridge MultifamilyPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F•• G••••• P•••••••• L•F••••••• A•••••••• I•••Private equity$709,507 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$154M Dec 31, 2024 reported IRS 990
$154M (2024-12)
Income
$50.3M 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 237425637
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.