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

T•• R••••••••• F•••••••••

FoundationNEW York, NY
Assets
$6.4B
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
7
none on the tape
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • EQUITY LONG/SHORT H•••• FUNDS $636M
  • RESOURCES FUNDS $130M
  • LONG-ONLY DEVELOPED EQUITY $940M
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
Chief investment officer
C••• L••
CHIEF INVESTMENT OFFICER (Dec 31, 2024) apps.irs.gov
C••• L•• | CHIEF INVESTMENT OFFICER
    Manager roster
    No manager relationship is on the tape for this allocator.
    Commitments
    7 rows, 0 dated closings
    Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
    DateFundManagerBucketAmountVintageStatusSource
    as of Dec 31, 2024M••••••••• H•••• F••••Multi Strat Event Driven HedgeHedge / diversifiers$283M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024G••••• M•••• H•••• F••••Global Macro HedgeHedge / diversifiers$70.7M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024M••••••••• H•••• F•••• • O••••Marketable Hedge OtherHedge / diversifiers$50.9M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024R••••••• V•••• H•••• F••••Relative Value HedgeHedge / diversifiers$41.6M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024N••••••••• D••••••••• H•••• F••••NON Marketable Distressed HedgePrivate credit$44.3M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024N••••••••• H•••• F•••• • C•••••NON Marketable Hedge CreditPrivate credit$39.0M heldDisclosed holdingapps.irs.gov
    as of Dec 31, 2024N••••••••• H•••• F•••• • O••••NON Marketable Hedge OtherHedge / diversifiers$56.4M heldDisclosed holdingapps.irs.gov
    Size and funding
    3 readings
    Total assets
    $6.4B Dec 31, 2024 reported IRS 990
    $6.4B (2024-12)
    Income
    $4.7B 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 131659629
    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.