DFX Intelligence
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Foundation· SAN Marino, California
Foundation, based in SAN Marino, California, reporting $179M in assets.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $179M
- Private allocation
- Not collected
- Fund commitments
- 3
- Managers
- 1
Total assets
Board minutes, annual reports and Form 5500
Form 5500 Schedule C and reports
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Why this matters
- Staff named 1
- Graphs 1
Size, funding, policy and commitments, with their basesFoundation · EIN 200775264ShowHide
Foundation
Assets
$179M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
3
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•••••• EXECUTIVE DIRECTORExecutive director / CEO
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••• F••••• C•••••• L••1 rows, latest Dec 31, 2024
Commitments
3 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 Dec 31, 2024 | P••••• F••••• F•••• L• | P••••• F••••• C•••••• L•• | Private equity | $5.3M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••••• S•• G••••• F••• L• | Global Sme Growth | Private equity | $520,494 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V••••••• H•••••••• L•• | Viewpost | Private equity | n/a | 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 200775264
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.