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••••• a•• V••• Z••••• F•••••

FoundationMilwaukee, WI
Assets
$422M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
13
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
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025T•••• R••••• C• A• P•••••••••T•••• I••••••••• L••Real estate$121,262 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025E••••••• C••••••E••••••• C••••••Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025I••••••• G••••• F•••T•• I••••••• C••••••••• L••Private equity$410,794 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025K•••••••• C••••••K•••••••• C•••••• M••••••••• L•••Private equity$161,800 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025L•••••• C••••••L•••••• C•••••• M••••••••• L•Private equity$1.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025N•• M••••••• F•••NEW MountainPrivate equity$352,933 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025P•••• 4• C••••••P•••• 4• C•••••• P•••••••• L•••Private equity$500,980 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025T••• O•••••••TcimPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025A•••• E••••••• F•••Atlas EnhancedPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025B••••• H••••• F•••Brevan HowardPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025B•••••• P•••••• L••Brewery ProjectPrivate equity$88,942 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025T••• B••••• C••••••T••• B••••• C••••••Private equity$232,584 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025W••• L••WcpbPrivate equity$699,500 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$422M Jun 30, 2025 reported IRS 990
$422M (2025-06)
Income
$40.8M Jun 30, 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 392076346
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.