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

Gerstner Family Foundation

FoundationArmonk, NY
Assets
$158M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
1 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • GLOBAL CREDIT OPPORTUNITIES FUND, L.P. $1.7M
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
  • Kara V Klein TRUSTEE, EXECUTIVE DIRECTORExecutive director / CEO
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024WEST STREET CAPITAL PARTNERS VIII - PARALLEL, L.PGoldman Sachs & Co. LLCPrivate equity$495,257 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACF IX CO-INVESTMENT (NON-US), L.PACF InvestmentPrivate equity$283,572 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACF VIII EMPLOYEE CO-INVESTMENT (NON-U.S.), L.P.ACF Employee InvestmentPrivate equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ASF VII CO-INVESTMENT (NON-US), L.P.ASF InvestmentPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ASF VIII CO-INVESTMENT (NON-US), L.PASF InvestmentPrivate equity$588,561 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BC ASIA V CTB INVESTORS, L.P.BC Asia CtbPrivate equity$350,162 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE COMMUNICATIONS PARTNER I L.P. AND AFFILIATESBlackstone Communications Partner and AffiliatesPrivate equity$612 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE MILEWAY LOGISTICS LPBlackstone Mileway LogisticsPrivate equity$806,884 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE REAL ESTATE PARTNERS IX AND AFFILIATESBlackstone Real Estate and AffiliatesReal estate$8.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE REAL ESTATE PARTNERS V AND AFFILIATESBlackstone Real Estate and AffiliatesReal estate$6,972 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE REAL ESTATE PARTNERS VI AND AFFILIATESBlackstone Real Estate and AffiliatesReal estate$2,597 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE REAL ESTATE PARTNERS VIII AND AFFILIATESBlackstone Real Estate and AffiliatesReal estate$4.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE REAL ESTATE PARTNERS X AND AFFILIATESBlackstone Real Estate and AffiliatesReal estate$3.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CARLYLE GROUP FUNDSCarlyle GroupPrivate equity$42.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CARLYLE PROPERTY INVESTORS, LPCarlyle PropertyReal estate$3.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FIELDPOINT LLCFieldpointPrivate equity$12.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MATRIX CAPITAL MANAGEMENT FUND (OFFSHORE) LTD.Matrix Capital ManagementPrivate equity$7.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024TIGER GLOBAL PRIV INV PARTNERS XV FEEDER, L.PTiger Global Priv InvPrivate equity$681,987 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WEST STREET GLOBAL GROWTH PARTNERS OFFSHORE FEEDER FUND, LLCWest Street Global GrowthPrivate equity$585,091 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WEST STREET STRATEGIC SOLUTIONS OFFSHORE FEEDER FUND I, LLCWest Street Strategic SolutionsPrivate equity$742,361 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$203M Dec 31, 2024 reported IRS 990
$158M (2024-12)
Income
$65.7M 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 208559135
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.