DFX Intelligence

Allocator Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

Foundation

E••••• J••• N•••• F••••••••• I••

FoundationGreenwich, CT
Assets
$121M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • S••••• EQUITY $26.1M
  • S••••• EQUITY $26.1M
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
No manager relationship is on the tape for this allocator.
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024B•• I••••• F•••••BBH IncomeFixed income$4.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• L•••••• D••••••• F••• C• I•BBH Duration ClPrivate equity$907,817 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• G••••• E••••• S•••••BBH Wealth Global EquityPublic equity$3.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• L•• A•••••••BBH Wealth Strategies AltarockPrivate equity$4.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• L•• C••••••••BBH Wealth Strategies ClarkstonPrivate equity$2.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• L•• G•• P•••••BBH Wealth Strategies Gqg PartnePrivate equity$3.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• L•• M••••••BBH Wealth Strategies MakairaPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• L•• S••••• E••BBH Wealth Strategies Select EquPrivate equity$6.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• L•• T•••••• S•BBH Wealth Strategies Trinity StPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• L•• V••••• F•• 2••••••••BBH Wealth Strategies Valley forPrivate equity$5.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••••• F•••HimalayaPrivate equity$14.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••••••• V•••••• P•••••••Moonrise VentureVenture$2.6M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$121M Dec 31, 2024 reported IRS 990
$121M (2024-12)
Income
$19.3M 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 061055586
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.