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

W•••••• K• B•••• J• F•••••••••

FoundationSAN Francisco, CA
Assets
$237M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
4 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • US VENTURE PARTNERS IX $165,183
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
4 managers on the commitment tape
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, 2024P••••••••• F••• I• L•P••••••••• S••••••• L••Private equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W••••••••• D••••••••• O••••••••• F••• L•W••••••••• A••••••••• I••Private credit$57,483 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M• R••• E••••• F• V••MS Real Estate FdReal estate$13,125 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••• E••••••• P•••••••• A••••• O••••••• F••••• F•••Mssb European Principal AccessPrivate equity$649,509 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• O•• F••• I• •••••••••Strategic OpsPrivate equity$842,800 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L•• I•• A••••••••• L• • C••LVP Associates CrtPrivate equity$78,529 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M•••••• B•• C•••••• F••• I•M•••••• B•• C•••••• M••••••••• I•••Private equity$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024U••• X•• L•UsvpPrivate equity$8.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E•••••• S•••••• O••••••••• I••Entrust SpecialPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024U••• X• A••••••••• L•Usvp AffiliatesPrivate equity$615,156 heldDisclosed holdingapps.irs.gov
as of Dec 31, 20241••• T•••• B••• • F•••• C•••••• P•••••••1255 Treat Blvd Flare CapitalPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•• V••••••• L•O•• V•••••••Private equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M•••••• B•• C•••••• L••M•••••• B•• C•••••• M••••••••• I•••Private equity$518,090 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O•• V••••••• I•• L•O•• V•••••••Private equity$752,783 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$237M Dec 31, 2024 reported IRS 990
$237M (2024-12)
Income
$63.5M 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 943148482
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.