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.

Foundation

Jane and Daniel Och Family Foundation

FoundationGreenwich, CT
Assets
$570M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
20
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
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ACCEL GROWTH FUND III LPAccel Management Co. Inc.Private equity$543,453 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FUNDERSCLUB 3DJ LLCFundersclub Inc.Private equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024TRIDENT VII LPStone Point Capital LLCPrivate equity$14.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCEL LEADERS FUND LPAccel Management Co. Inc.Private equity$649,388 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCEL GROWTH FUND IV LPAccel Management Co. Inc.Private equity$817,606 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCEL XII STRATEGIC PTRS LPAccel Strategic PtrsPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BDT CAPITAL PTRS FUND II (TE)BDT Capital PtrsPrivate equity$15.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BDT CAPITAL PTRS FUND III LPBDT Capital PtrsPrivate equity$6.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C-III RECOVERY FUND II LPRecoveryPrivate equity$6.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DST OPP ACCESS OFFSHOREDST Opp AccessPrivate equity$3.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024JADOFF INVESTMENTS, LPJadoff InvestmentsPrivate equity$447M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NORTHWOOD REAL ESTATE PTRSNorthwood Real Estate PtrsReal estate$8.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PEG DIGITAL GROWTH FUND IIPEG Digital GrowthPrivate equity$139,066 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024QUADRO PTRS (CADRE SERIES B)Quadro PtrsPrivate equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024SCULPTOR CREDIT OPP OVERSEASSculptor Credit OppPrivate credit$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SCULPTOR OVERSEAS FUND IISculptorPrivate equity$535 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SEQUOIA - SCHF USTE, LPSequoia Schf UstePrivate equity$30.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LEGACY VENTURE VIII LLCNext Legacy Management, LLCVenture$9.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CADRE - CHATHAM HILL HOLDINGSCadre Chatham HillPrivate equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CADRE - BROADWAY INVESTORS LPCadre BroadwayPrivate equityn/aDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$570M Dec 31, 2024 reported IRS 990
$570M (2024-12)
Income
$45.5M Dec 31, 2024 reported IRS BMF
What changed
1 events
  • Dec 18, 2024Re-up prospectinference
    Jane and Daniel Och Family Foundation holds ACCEL GROWTH FUND IV LP; the manager has a newer fund open: Accel Growth Fund VII L.P. (newly closed, Form D first sale 2024-12-18); no commitment to it on the graph; 2 fund(s) of the series between them not held either
    with Accel Management Co. Inc.no URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 263791338
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.