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
A••••••••• V••••••• F•••••••••
FoundationSAN Francisco, CA
Assets
$220M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
44
1 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- EMERGING MARKETS P•••••••• F••••• FUND LP $17.5M
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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- I••••• C••••••• L••7 rows, latest Dec 31, 2024
Commitments
44 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••••• E••••• T••• H•••• P•••••••• L• | I••••• C••••••• L•• | Hedge / diversifiers | $4.5M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V•••••• C•••••• P•••••••• 2••• L• | I••••• C••••••• L•• | Venture | $1.6M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G•••• P••• S•••••••• 2••• L• | I••••• C••••••• L•• | Private equity | $3.7M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• D••••••••• P•••••••• 2••• L• | I••••• C••••••• L•• | Hedge / diversifiers | $880,769 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | B• H••••••• C• F••••• L• | BB Cs | Private equity | $193,576 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••••••• P•••••••• 2••• L• | Investment P•••••••• 2020 | Private equity | $2.5M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••••••• P•••••••• T• 2••• L• | Investment P•••••••• Te 2021 | Private equity | $1.7M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••••••• P•••••••• T• 2••• L• | Investment P•••••••• Te 2022 | Private equity | $2.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••••••• P•••••••• T• 2••• L• | Investment P•••••••• Te 2023 | Private equity | $947,580 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••••••• P•••••••• T• 2••• L• | Investment P•••••••• Te 2024 | Private equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••••••• P•••••••• T• 2••• L• | Investment P•••••••• Te 2025 | Private equity | $248,195 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | I••••• R••••••••• P••••••• F••• B• L• | I••••• Residential | Private equity | $947,802 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | I••••• S•••••••• P••••••• I••• L• | I••••• Strategic | Private equity | $1.4M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | I•• C•• 2••• B• L• | ICQ Cpe 2019 | Private equity | $2.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | I•• C•• 2••• B• L• | ICQ Cvc 2019 | Private equity | $688,840 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• C••••• P•••••••• T• 2••• L• | P•••••• Credit P•••••••• Te 2021 | Private credit | $557,838 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• C••••• P•••••••• T• 2••• L• | P•••••• Credit P•••••••• Te 2022 | Private credit | $766,205 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• C••••• P•••••••• T• 2••• L• | P•••••• Credit P•••••••• Te 2023 | Private credit | $203,167 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• D••••••••• P•••••••• T• 2••• L• | P•••••• D••••••••• P•••••••• Te 2021 | Hedge / diversifiers | $698,757 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• D••••••••• P•••••••• T• 2••• L• | P•••••• D••••••••• P•••••••• Te 2022 | Hedge / diversifiers | $858,286 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• D••••••••• P•••••••• T• 2••• L• | P•••••• D••••••••• P•••••••• Te 2023 | Hedge / diversifiers | $636,377 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• D••••••••• P•••••••• T• 2••• L• | P•••••• D••••••••• P•••••••• Te 2024 | Hedge / diversifiers | $223,067 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• E••••• P•••••••• T• 2••• L• | P•••••• Equity P•••••••• Te 2021 | Private equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• E••••• P•••••••• T• 2••• L• | P•••••• Equity P•••••••• Te 2022 | Private equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• E••••• P•••••••• T• 2••• L• | P•••••• Equity P•••••••• Te 2023 | Private equity | $109,577 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• A••••• P•••••••• T• 2••• L• | R••• Assets P•••••••• Te 2021 | Real assets | $634,564 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• A••••• P•••••••• T• 2••• L• | R••• Assets P•••••••• Te 2022 | Real assets | $779,989 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• A••••• P•••••••• T• 2••• L• | R••• Assets P•••••••• Te 2023 | Real assets | $373,475 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• A••••• P•••••••• T• 2••• L• | R••• Assets P•••••••• Te 2024 | Real assets | $170,630 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P•••••• E••••• P•••••••• 2••• L• | I••••• C••••••• L•• | Private equity | $2.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• A••••• P•••••••• 2••• L• | I••••• C••••••• L•• | Real assets | $774,152 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• E••••• P•••••••• T• 2••• L• | R••• E••••• P•••••••• Te 2021 | Real estate | $920,186 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• E••••• P•••••••• T• 2••• L• | R••• E••••• P•••••••• Te 2022 | Real estate | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• E••••• P•••••••• T• 2••• L• | R••• E••••• P•••••••• Te 2023 | Real estate | $452,744 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• E••••• P•••••••• T• 2••• L• | R••• E••••• P•••••••• Te 2024 | Real estate | $277,557 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S••••••••• P•••••••• T• 2••• L• | Secondaries P•••••••• Te 2023 | Private equity | $849,104 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S••••••••• P•••••••• T• 2••• L• | Secondaries P•••••••• Te 2024 | Private equity | $654,267 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | T••••••• O••••••••• P•••••••• 2••• L• | Tactical Opportunites P•••••••• 2020 | Hedge / diversifiers | $5.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | T••••••• O••••••••• P•••••••• T• 2••• L• | Tactical P•••••••• Te 2022 | Hedge / diversifiers | $2.3M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V•••••• C•••••• P•••••••• T• 2••• L• | Venture Capital P•••••••• Te 2021 | Venture | $558,894 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V•••••• C•••••• P•••••••• T• 2••• L• | Venture Capital P•••••••• Te 2022 | Venture | $757,548 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V•••••• C•••••• P•••••••• T• 2••• L• | Venture Capital P•••••••• Te 2023 | Venture | $174,632 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••• E••••• P•••••••• 2••• L• | I••••• C••••••• L•• | Real estate | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V•••••• C•••••• P•••••••• T• 2••• L• | Venture Capital P•••••••• Te 2024 | Venture | $5,680 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 814429034
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.