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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Foundation

T•••••••• H••••• F••••••••• I••

FoundationChattanooga, TN
Assets
$282M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
11
1 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
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, 2024I••••••• O••••••••• F••• I•• L•T•• I••••••• C••••••••• L••Private equity$3.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D••••• P•••••••• F•••••• 2• L•Dawson Portfolio FinancePrivate equity$4.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D••••• P•••••••• F•••••• 4• L•Dawson Portfolio FinancePrivate equity$5.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D••••• P•••••••• F•••••• 5• L•Dawson Portfolio FinancePrivate equity$4.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E•••• P•••• D•• I•• F••• I• L•Eagle Point DefPrivate equity$9.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•• M••••• M••••• L•• F••• I••• L•HIG Middle Market LboPrivate equity$4.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N•••••• E••••• P••••••• I•• L•Newbury EquityPublic equity$11.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N•••••• E••••• P••••••• V• L•Newbury EquityPublic equity$8.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T• X•••• L•T• X•••• L•Private equity$7.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D••••• P•••••••• F•••••• 6• L•Dawson Portfolio FinancePrivate equity$5.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N•••••• E••••• P••••••• V•• L•Newbury EquityPublic equity$3.5M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$282M Dec 31, 2024 reported IRS 990
$282M (2024-12)
Income
$1.7M Dec 31, 2024 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 200298456
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.