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

V••• F•••••••••

FoundationPalm Bch Gdns, FL
Assets
$167M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
6
3 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
3 managers on the commitment tape
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024G••• S•••• P••••••• I•••• L•G••• S••••• L••Private equity$2.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E••••• V••• S•••••• P•••••• O•••••••• F•••• L••• • 1••••E•••••• V••• C•••••• M••••••••• L••Private equity$27.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G••• S•••• P••••••• I•• L•G••• S••••• L••Private equity$231,146 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••••••• T•••••• A••••••••• F••• C•••• C• S••••• I••••••V•••••••• I••••••••• M••••••••• L••Private equity$26.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••••••• G••••• F••• L•V•••••••• I••••••••• M••••••••• L••Private equity$62.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••••••• F••• L•• • I••••••V•••••••• I••••••••• M••••••••• L••Private equity$25.0M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$167M Dec 31, 2024 reported IRS 990
$126M (2024-12)
Income
$53.2M 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 472415681
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.