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.
Foundation
Lisa and Douglas Goldman Fund
FoundationSAN Francisco, CA
Assets
$277M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
26
6 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
- Nancy Kami EXEC DIRECTORExecutive director / CEO
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
- Vision Ridge Partners, LLC2 rows, latest Dec 31, 2024
- Rally Ventures Management, LLC2 rows, latest Dec 31, 2024
- Mainsail Partners1 rows, latest Dec 31, 2024
- Next Legacy Management, LLC1 rows, latest Dec 31, 2024
- RRG Capital Management LLC1 rows, latest Dec 31, 2024
- American Securities LLC1 rows, latest Dec 31, 2024
Commitments
26 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 | MAINSAIL PARTNERS VI | Mainsail Partners | Private equity | $1.3M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | SUSTAINABLE ASSET FUND II | Vision Ridge Partners, LLC | Private equity | $2.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | RALLY VENTURES FUND IV | Rally Ventures Management, LLC | Private equity | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | LEGACY VENTURE V, LLC | Next Legacy Management, LLC | Venture | $767,714 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | KHOSLA VENTURE PARTNERS | Khosla Venture | Venture | $49,815 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | OZ OVERSEAS FUND | OZ Overseas Fund | Private equity | $11.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | CARMEL PARTNERS | Carmel | Private equity | $2.4M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | VISTA EQUITY PARTNERS | Vista Equity | Public equity | $3.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | DIVCOWEST FUND VI-A | Divcowest | Private equity | $431,522 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | GOLDEN GATE CAPITAL OPP FUND | Golden Gate Capital Opp | Private equity | $2.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | GENERATE CAPITAL | Generate Capital | Private equity | $3.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | RRG SUSTAINABLE WATER IMPACT FUND | RRG Capital Management LLC | Private equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | AMERICAN SECURITIES PARTNERS VIII | American Securities LLC | Private equity | $1.6M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | PRADO ALPHA FUND | Prado Alpha | Private equity | $523,788 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | PRADO LP BAR | Prado Bar | Private equity | $274,634 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | TECHNOLOGY IMPACT FD FUND II: | Technology Impact Fd : | Private equity | $974,790 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | VENROCK OPPORTUNITIES FD | Venrock Fd | Private equity | $1.4M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | IEC FUND V | Iec | Private equity | $1.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | DESIGNER FUND III | Designer | Private equity | $867,571 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | BRIDGE PARTNERS IV | Bridge | Private equity | $908,618 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | VOYAGER PARTNERS SELECT | Voyager Select | Private equity | $396,237 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | GENSTAR CAPITAL | Genstar Capital | Private equity | $222,915 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | GEMS FUND 6 | Gems | Private equity | $803,663 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | LONE VIEW CAPITAL | Lone View Capital | Private equity | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | RALLY VENTURES FUND V | Rally Ventures Management, LLC | Private equity | $120,477 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | SUSTAINABLE ASSET FUND III: | Vision Ridge Partners, LLC | Private equity | $1.5M 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 943167546
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.