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•••••• C•••••• C••••••••• F••••••••• U•• D•••• A•••• 1• 2•••

FoundationVilla Park, CA
Assets
$301M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
13
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
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
13 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024B••••••••• R••• E••••• P••••••• X•• L• R••• E•••••• 3•••••••• S••B•••••••••Real estate$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••••••• R••• E••••• P••••••• I• F••• 4••••••••• S•••••B•••••••••Real estate$5.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W• A••••••••• T••• L•• E••• F••• L•••WM Alternatives Tops EqtPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A•••• C••• S••••••••• F••••• F••• Q•• 3••••••••• S•••••Alpha Core Strategies Qp SharesPrivate equity$7.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• D••••• A••••••••• O••••••••• F•• L• 3••••••••Carlyle Direct Alternative FdPrivate equity$4.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••• A••••••••• F••• L•• C• A• 1••• S••Credit Alternatives Cl 1500 ShPrivate credit$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••••• E•••••••• F•••• 1•Makena EndowmentPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N••••••• H••• Y•••• F•••• I••••• F•••• 1••••••••• S•••••Northern High Yield Fixed Income SharesFixed income$6.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E••••• C••• F••• V•••• 3••••••••• S•••••Private Equity Core SharesPrivate equity$5.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E••••• S•••••••• O••••••••• F• V• 8••••• S•••••Private Equity Strategic Fd 808000 SharesPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E••••• S•••••••• O••••••••• F••• I•• L• 1••••••••• S••Private Equity Strategic 157234 ShPrivate equity$3.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••• B••••• C••••• F••••• I••• L•• 2•••••• S•••••Sponsor Backed Credit SharesPrivate credit$250,000 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•••••• F••••• F••• I• ••••••••• L• 1••••••••• S••Tacopps ShPrivate equity$2.3M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$301M Dec 31, 2024 reported IRS 990
$301M (2024-12)
Income
$26.2M 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 473812344
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.