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
J••••• M••• J• F•••••••••
FoundationNew York, NY
Assets
$153M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
32
2 managers on Schedule C
Allocation policy
IRS 990, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- SELECT EQUITY SMALL-MID CAP FUND $7.0M
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
- H••• C•••••• P••••••• L••2 rows, latest Jun 30, 2025
- Q•••••• C•••••• G••••1 rows, latest Jun 30, 2025
Commitments
32 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 Jun 30, 2025 | Q•••••• E••••• P••••••• V•• | Q•••••• C•••••• G•••• | Natural resources | $885,175 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | H•• P•••••• E••••• F••• I•••• L• | H••• C•••••• P••••••• L•• | p•••••• equity | $5.1M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | H•• P•••••• E••••• F••• V•••••• L• | H••• C•••••• P••••••• L•• | p•••••• equity | $8.8M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | A••••• F•••••• L••• | A••••• | p•••••• equity | $3.5M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | C••••• C•••••• ••• C•••• C•••••• A••••••••• F•••• L•••• | C••••• Capital | p•••••• equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | G••••••••• I• F••• P•• | G••••••••• Im Plc | p•••••• equity | $14.2M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | H••• O••••••• L• | H••• | p•••••• equity | $4.4M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | S••••••••• I••••••••• I•••••••• I••••••••• V•••• E••••• | S••••••••• V•••• Equity | Public equity | $8.2M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | W•• E••••••• M•••••• F•••• L•• | WGI E••••••• M•••••• | Public equity | $4.0M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | A••••• C•••••• | A••••• C•••••• | p•••••• equity | $5.6M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | A••••••• E••••• P••••••• F••• V•• L••• ••••• | A••••••• E••••• | Natural resources | $521,025 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | A••••• S•••••••• F••• V• B• L• ••••• | A••••• S•••••••• | p•••••• equity | $272,566 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | A•••••• S•••••• O••••••••• F••• V• ••••• | A•••••• S•••••• | p•••••• equity | $38,667 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | B••• C•••••• F••• | B••• Capital | p•••••• equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | C••••• V•••• R••••••••• F••• •••••••• L••• | C••••• V•••• R••••••••• | p•••••• equity | $941,371 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | C• C•••••• I•••••••• I••• L• ••••• | CI Capital | p•••••• equity | $674,002 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | C••••••• O••••••• F••• | C••••••• | p•••••• equity | $2.7M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | E••••••• F•••• L••• | E••••••• | p•••••• equity | $3.7M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | F••••••• C•••••• I••••••••• P•••••••• L• ••••••••• | F••••••• Capital | p•••••• equity | $6.2M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | H•• R••• E••••• F••• I•• L•• | HCP R••• E••••• LLP | r••• e••••• | $2.8M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | H•• R••• E••••• F••• I••• L• | HCP R••• E••••• | r••• e••••• | $1.4M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | L••••••••• F••• V• L• ••••• | L••••••••• | p•••••• equity | $581,541 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | M••••••• P••••••• I•• L••• ••••• | M••••••• | p•••••• equity | $326,861 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | O•••• F••• V• I•••••••• L• | O•••• | p•••••• equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | P•••••• E••••• P••••••• I•• L• ••••• | P•••••• E••••• | Natural resources | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | P•••• F•••••• C••• B•••••• F••• I• L• ••••• | P•••• Finance C••• Piece | p•••••• equity | $1.6M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | P•••• F•••••• C••• B•••••• F••• I•• L• ••••• | P•••• Finance C••• Piece | p•••••• equity | $2.4M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | P•••• F•••••• C••• O••••••••• F••• 4• L••• | P•••• Finance C••• | p•••••• equity | $325,634 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | V•••• F••• X•• | V•••• | p•••••• equity | $991,206 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | V•••• F••• X••• | V•••• | p•••••• equity | $967,960 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | V••••••• C•••••• | V••••••• C•••••• | p•••••• equity | $881,982 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | G••••••••• M••••••••• C••••• F••• I•••••••• L• | G••••••••• Multi Sector C••••• | p•••••• equity | $3.1M 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 135596895
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.