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

J••••• L• G••••• F••••••••• I••

FoundationNew York, NY
Assets
$794M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
1
none on the tape
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
Chief investment officer
R••••• W•••••••••
CHIEF INVESTMENT OFFICER (Dec 31, 2024) apps.irs.gov
R••••• W••••••••• | CHIEF INVESTMENT OFFICER
    Manager roster
    No manager relationship is on the tape for this allocator.
    Commitments
    1 rows, 0 dated closings
    Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
    DateFundManagerBucketAmountVintageStatusSource
    as of Dec 31, 2024R••• E••••• P•••••••••R••• E••••• P•••••••••Real estate$2.6M heldDisclosed holdingapps.irs.gov
    Size and funding
    3 readings
    Total assets
    $794M Dec 31, 2024 reported IRS 990
    $794M (2024-12)
    Income
    $51.6M 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 132960852
    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.