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

D••••• R• W••••••••• F••••••••• I••

FoundationMissoula, MT
Assets
$1.1B
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
40
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
3 roles
Chief investment officer
J•••• K• L••••
CHIEF INVESTMENT OFFICER (Dec 31, 2024) apps.irs.gov
J•••• K• L•••• | CHIEF INVESTMENT OFFICER
Manager roster
3 managers on the commitment tape
Commitments
40 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024S•••• C•••••• V•••S•••• C••••••Private equity$376,295 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • B•••••••Hedge BalyasnyHedge / diversifiers$10.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • L••••Hedge LuxorHedge / diversifiers$3,951 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • B• A•• B•••Hedge Bc All BlueHedge / diversifiers$14,967 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • H•••••Hedge HudsonHedge / diversifiers$9.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • A••••••••Hedge AnchorageHedge / diversifiers$411,816 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • M•••••••Hedge MidoceanHedge / diversifiers$195,203 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • L••••••Hedge LaurionHedge / diversifiers$6.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • W•••••••Hedge WhiteboxHedge / diversifiers$9.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • B•••••••••Hedge BracebridgeHedge / diversifiers$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•• F••• I•CivPrivate equity$17,222 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L•• C••••• V•LBC CreditPrivate credit$3.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R•••••• G••••• I•Resolve GrowthPrivate equity$3.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• F••• 4•BdtPrivate equity$31.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••• S•• C•••••• I•Blue Sea CapitalPrivate equity$13.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••• S•• C•••••• I••Blue Sea CapitalPrivate equity$4.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••• E••••• I•C••• EquityPublic equity$6.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••• E••••• I•C••• E••••• C•••••• M••••••••• L•••Public equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••• E••••• I•Seaside EquityPublic equity$11.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••• E••••• I•Seaside EquityPublic equity$4.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T••••••••• O••••••••• V•TruebridgePrivate equity$10.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T••••••••• F••• I•Turner AgassiPrivate equity$564,499 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T••••••••• F••• I••Turner AgassiPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • D•••••••Hedge DavidsonHedge / diversifiers$8.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• O••••••••• I•S•••••••• M••••••••• L•••••Private equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• O••••••••• I•S•••••••• M••••••••• L•••••Private equity$5.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••• C•••••• V•S•••• C••••••Private equity$961,489 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• P••••••• V••S•••••••• M••••••••• L•••••Private equity$995,661 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• P••••••• V•S•••••••• M••••••••• L•••••Private equity$3.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • S••••••Hedge SenatorHedge / diversifiers$3.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • C••••••Hedge ChathamHedge / diversifiers$7.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • F•••• L••••Hedge First LightHedge / diversifiers$9.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • T•••• P••••Hedge Third PointHedge / diversifiers$479,017 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • M••••••• W•••Hedge Marshall WaceHedge / diversifiers$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • T•••Hedge TomsHedge / diversifiers$8.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • A•••••••Hedge AristeiaHedge / diversifiers$6.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • C•••••••Hedge CapstoneHedge / diversifiers$6.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • N•••• R•••Hedge North RockHedge / diversifiers$8.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • O••••Hedge OasisHedge / diversifiers$9.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••• F••• • P•••••Hedge PleiadHedge / diversifiers$4.9M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$1.1B Dec 31, 2024 reported IRS 990
$1.1B (2024-12)
Income
$93.6M Dec 31, 2024 reported IRS BMF
What changed
1 events
  • Sep 16, 2026Re-up prospectreport dateinference
    D••••• R• W••••••••• F••••••••• I•• holds S•••• C•••••• V•••; the manager is raising: S•••• C•••••• IX, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
    with S•••• C••••••no URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 363606913
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 16, 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.