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

C••••••• B•••• T••••

FoundationBoston, MA
Assets
$149M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
16
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
No investment staff or executives have been read for this allocator yet.
Manager roster
3 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, 2024G•••••• A••••••• P••••••• ••G•••••• A••••••• S•••••• C• L•Private equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K••••••• P••••••• X•K••••••• • C••••••Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A• A••• P••••••• C•••••AB AryaPrivate equity$2.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A• L•• I• P•••••••AB LsvPrivate equity$133,755 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A• L•• P••••••• C•••••AB LsvPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A• C•• C••••• V•••• ••••••• P••AB Cvi Credit Value PwmPrivate credit$91,903 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A• C•• C••••• V•••• F•••AB Cvi Credit ValuePrivate credit$91,903 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E•••••••• P•••••• O••••••••• F••• I•Ellington PrivatePrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•••••• A••••••• P••••••• A•••••G•••••• A••••••• Aiv 1aPrivate equity$427,742 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•••••• A••••••• P••••••• C•••••••••G•••••• A••••••• ContinuityPrivate equity$4.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•••••• A••••••• P••••••• •••••••• I•G•••••• A••••••• S•••••• C• L•Private equity$14,684 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F•••••••• C•••••• O• I••F•••••••• C••••••• L••Private equity$609,366 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•••••• A••••••• P••••••• ••G•••••• A••••••• S•••••• C• L•Private equity$209,838 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K••••••• P••••••• I•K••••••• • C••••••Private equity$17.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•••••• A••••••• P••••••• •••••••• I••G•••••• A••••••• S•••••• C• L•Private equity$372,460 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•••••• A••••••• P••••••• ••G•••••• A••••••• #Private equity$40,061 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$149M Dec 31, 2024 reported IRS 990
$125M (2024-12)
Income
$39.0M 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 043050557
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.