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

M••••••• C••••••••• T•••• I••

FoundationNew Haven, CT
Assets
$131M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
16
4 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
4 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024A••••••••• I••• E••••• E••• T•••• F••• • 6•••• S••A••••••••• C••••••• L•Public equity$10.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••••• • F••••••• C•••••• P••••••• X• L••• • 1•••••• S••H•••••• • F••••••• L•Private equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A•••••••• S••••••••• C••••• F••• • 3••••• S••Anchorage Structured Credit 338294 ShsPrivate credit$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••• P••••••••• F••• ••••••••• L• • 3•••••• S••Ares Pathfinder 3003851 ShsPrivate equity$3.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•••••••• A•••••••• E••••••• M•••••• F••• C•••• K• •••• • 7••••• S••Blackrock Advantage Emerging Markets #2015 700253 ShsPublic equity$7.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••• O•• G• S••••• I• O••••••• • 3•••••• S••Blue Owl GP Stakes 3031528 ShsPrivate equity$5.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D••••• P•••••••• F•••••• I• L• • 6••••• S••Dawson Portfolio Finance 604084 ShsPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D••••• P•••••••• F•••••• I• L• • 1•••••• S••Dawson Portfolio Finance 1625330 ShsPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••• M••••• M••••• L•• F••• I•• L• • 1•••••• S••Middle Market Lbo 1074117 ShsPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••• H••• Y•••• F••• C•••• Q• •••• • 6••••• S••Pgim High Yield #1067 677024 ShsFixed income$3.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••• M••••••• I••••••••• T•••• L•• • 1•••••• S••Prima Mortgage Investment 1203621 ShsFixed income$4.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• E••••• P••••••• I• O••••••• L• • 1•••••• S••Private Equity 1758955 ShsPrivate equity$228,809 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••• R••• E••••• P••••••• F••• B• I• K• • 1•••••• S••Sculptor Real Estate Parallel Kp 1543354 ShsReal estate$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L•••••• I••• L••LyceumPrivate equity$1 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•••••• P••••• G••••• G••••• L••• • 2•••••• S••W•••••• P••••• L••Private equity$3.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••••• A•••• M••••••••• B••• L••• F••• L• • 2•••••• S••P•••••• A•••• M••••••••• L••Private credit$3.1M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$131M Dec 31, 2024 reported IRS 990
$131M (2024-12)
Income
$59.5M 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 461670702
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.