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

B••••• D• M••••• F••••••••• I••

FoundationHudson, OH
Assets
$203M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
12
2 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
2 managers on the commitment tape
From the plan’s own commitment disclosures
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, 2024O••• I••••••••• I••••• F••• L•T•• M••••••• L••Private equity$619,998 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O••• H••• G••••• I••••••••• O••••••••• F•••T•• M••••••• L••Private equity$367,887 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L••• A••••• I••• T• S•••• D••••••• I••••• F•••Lord Abbett Invt Tr Short Duration IncomeFixed income$5.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•••••• G•••••• L•••••••• G••••• G••••• F•••Baillie Gifford Long Term Global G•••••Private equity$16.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C••••••••• C•••••• N•••••• R•••••••• F••• I•Commonfund Capital Natural ResourcesNatural resources$3.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R•••••••• M•••• C•• F••• I• • B•R•••••••• Micro CapPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••• W••••••••• O••••••• L••• F••••• F•••Whitehorse LoanPrivate credit$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• C•••••• B•••• D•••••• A•••••••• F•••Carlson Capital Black Diamond ArbitragePrivate equity$228,798 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••••• S••••• C••• P••••••• F••• L•Harrison Street Core PropertyReal estate$5.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H••••• W••••••••• L••••••••• L••• F••••• F•••Whitehorse Luxembourg LoanPrivate credit$16.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R•••••••• M•••• C•• F••• I•••R•••••••• Micro CapPrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N•• C•••••• F••• L•F••• W••••••••• I••••••••• A••••••• I••Private equity$104,730 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$203M Dec 31, 2024 reported IRS 990
$203M (2024-12)
Income
$70.9M 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 346598971
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.