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••••• B• S••••• F•••••••••
FoundationFreeport, ME
Assets
$165M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
12
3 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
- D• G••••••• A•••••• Executive DirectorExecutive director / CEO
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- D••••••••• C•••••• A•••••••• L••1 rows, latest Dec 31, 2024
- A••••• I••••••••• P•••••••• L••1 rows, latest Dec 31, 2024
- V•••••• C•••••• M••••••••• I•••1 rows, latest Dec 31, 2024
Commitments
12 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 | P•• • S•••••• R•••• H••••••••• L•• | PRI S•••••• R•••• H••••••••• | Private equity | $722,773 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••••••••• I• G••••• E••••• F••• L•• | G••••••••• IM Global Equity | Public equity | $13.3M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••••••• I•••••••• I•• C••••••••• F••• | C••••••••• I•••••••• Investments | Private equity | $416,577 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••••••• I•••••••• I•• P••••••••• F••• | C••••••••• I•••••••• | Private equity | $5,542 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | L••••• V••••••• V• | L••••• Ventures | Private equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | L••••• V••••••• V•• | L••••• Ventures | Private equity | $2.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | D••••••••• C•••••• S••••••••• O••••••• I• L• | D••••••••• C•••••• A•••••••• L•• | Private equity | $182,483 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | A••••• R••• A••••• I• L• | A••••• I••••••••• P•••••••• L•• | Real assets | $657,638 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | L••••• V••••••• V••• | L••••• Ventures | Private equity | $1.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | L••••• V••••••• I• | L••••• Ventures | Private equity | $1.4M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | L••• F••••• F••• I•• T• L• | L••• F••••• TE | Private equity | $417 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | N•• F••• V• | V•••••• C•••••• M••••••••• I••• | Private equity | $1.0M 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 010387404
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.