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
B•••• F••••••••• I••
FoundationPrinceton, NJ
Assets
$122M
Total assets, Nov 30, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
10
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
- A•••• S• W•••• EXECUTIVE DIRECTORExecutive director / CEO
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- J••• M••••• P•••••• I••••••••• I•••2 rows, latest Nov 30, 2024
Commitments
10 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 Nov 30, 2024 | C•• ••••••• P•••••••• P•••••• I••••••••• L•• | J••• M••••• P•••••• I••••••••• I••• | Real estate | $3.5M held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | C•••••• P•••••• I••••••••• L•• | J••• M••••• P•••••• I••••••••• I••• | Private equity | $990,742 held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | W•• F•••••• I••• G••••••••• •••••• 7••••••••• Q•• | WCM Focused Intl Growth Inst Qty | Private equity | $2.0M held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | A••• P•• I• P•••••• I•••••••• O•••••••• L• | Ares Pcs P•••••• | Private equity | $2.3M held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | B••• X• P•••••• I••••••••• L•• | Brep P•••••• | Private equity | $769,320 held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | P•• G••••• P•••••• E••••• X• S••• S••••••••• | PEG Global P•••••• Equity Sicav Raif | Private equity | $1.3M held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | P•• G••••• P•••••• E••••• X• S••• S••••••••• | PEG Global P•••••• Equity Scsp Sicav Raif | Private equity | $451,538 held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | P•• G••••• P•••••• E••••• V••• O••••••• S••••••• L• | PEG Global P•••••• Equity Special | Private equity | $1.7M held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | P•• G••••• P•••••• E••••• I•••••••• V• O••••••• S••••••• L• | PEG Global P•••••• Equity Special | Private equity | $4.5M held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | H•• C•••••••• L•••••• F••• •••••• | HPS Corporate Lending | Private equity | $3.6M 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 521632596
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.