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

E• P•••• F•••••••••

FoundationColorado Spgs, CO
Assets
$761M
Total assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2025
Commitments
11
1 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • PORTFOLIO ADVISORS SECONDARY FUND $917,943
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
Chief investment officer
R• T••••• T••• J•
CIO, VCHAIR (Dec 31, 2025) apps.irs.gov
R• T••••• T••• J• | CIO, VCHAIR
    Manager roster
    1 managers on the commitment tape
    From the plan’s own commitment disclosures
    Commitments
    11 rows, 0 dated closings
    Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
    DateFundManagerBucketAmountVintageStatusSource
    as of Dec 31, 2025M•••••• P•••••• E••••• F•••M•••••• I••••••••• I•• M•••Private equity$52,970 heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025F••••••• C••••••F••••••• C••••••Private equity$20.5M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025S•••••• G••• B••••• F••••Siguler Guff BuyoutPrivate equity$13.9M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025V•••••• C•••••• F••••Veritas CapitalPrivate equity$6.6M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025F••••••• F•••ForesterPrivate equity$216,529 heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025M•••••• C•••••• P•••••••Monarch CapitalPrivate equity$5.3M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025W•••••••• I••••••••• R••• E•••••Whitehall Real EstateReal estate$30,443 heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025O•• C••••• S•••••••• F••• I•OHA Credit SolutionsPrivate credit$6.2M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025B•••••• C•••••• P••••••• V•Bertram CapitalPrivate equity$3.2M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025G•• S•••••••• P••••••• F•••GCP StrategicPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2025S• L• R••• E••••• C••••• F•••S3 Lb Real Estate CreditPrivate credit$1.2M heldDisclosed holdingapps.irs.gov
    Size and funding
    3 readings
    Total assets
    $761M Dec 31, 2025 reported IRS 990
    $468M (2025-12)
    Income
    $14.1M Dec 31, 2025 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 846002373
    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.