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

Morgridge Family Foundation

FoundationWilmington, DE
Assets
$343M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
14
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
From the plan’s own commitment disclosures
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024GENERAL ATLANTIC PARTNERS 93General Atlantic Service Co LPPrivate equity$235,053 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RISE OF THE REST SEED FUND IIRotr Management Company, Inc.Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GENERAL ATLANTIC PARTNERS 95General Atlantic Service Co LPPrivate equity$3.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE GROWTH ACCESS FUNDBlackstone Growth AccessPrivate equity$3.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLACKSTONE PRIVATE CREDIT FD CBlackstone Private Credit FdPrivate credit$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BLUE OWL CREDIT INCOME CORP. CBlue Owl Credit IncomePrivate credit$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GEN ATL INV PTRS I LPGEN Atl Inv PtrsPrivate equity$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GEN ATL PTRS BERMUDA III LPGEN Atl Ptrs BermudaPrivate equity$4.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GEN ATL PTRS BERMUDA IV LPGEN Atl Ptrs BermudaPrivate equity$80.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GENERAL ATLANTIC PARTNERS 100General Atlantic Service Co LPPrivate equity$28.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GENERAL ATLANTIC PARTNERS 99CGeneral Atlantic Service Co LPPrivate equity$296,398 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HPS CORPORATE LENDING FUNDHPS Corporate LendingPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LEGACY VENTURE VIII LLCNext Legacy Management, LLCVenture$9.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LEGACY VENTURE (X) LLCNext Legacy Management, LLCVenture$4.0M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$343M Dec 31, 2024 reported IRS 990
$244M (2024-12)
Income
$93.0M 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 262336633
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.