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

The California Wellness Foundation

FoundationLOS Angeles, CA
Assets
$1.0B
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
68
31 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
1 roles
Manager roster
31 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
68 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024URBAN INNOVATION SELECTS I, LPUrban Innovation Management LLCPrivate equity$3.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024URBAN INNOVATION FUND II LPUrban Innovation Management LLCPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HARBOURVEST 2016 GLOBAL FUND, LPHarbourvest Partners LPPrivate equity$23.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MAC VENTURE CAPITAL 2019, LPMAC Venture CapitalVenture$9.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GEORGIAN PARTNERS GROWTH FUND (INTERNATIONAL) V, LPGeorgian Partners Growth LPPrivate equity$8.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RETHINK IMPACT III, LPRethink Capital Partners, LLCPrivate equity$233 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VISTA EQUITY PARTNERS FUND VII-A LPVista Equity Partners Management, LLCPublic equity$5.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RETHINK EDUCATION III, LPRethink Capital Partners, LLCPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HARBOURVEST 2017 GLOBAL FUND, LPHarbourvest Partners LPPrivate equity$24.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AULDBRASS PARTNERS SECONDARY OPPORTUNITY FUND III LPAuldbrass Partners, LPPrivate equity$7.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ILLUMEN CATALYST FUND, LPIllumen Capital Management, LLCPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ANTIN NEXTGEN INFRASTRUCTURE FUND I-B SCSPAntin Infrastructure Partners US Services LLCInfrastructure$3.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CLEARLAKE CAPITAL PARTNERS VI (USTE), LPClearlake Capital Group LPPrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VISTRIA FUND V (FT) LPThe Vistria Group, LPPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HCAP PARTNERS IV, LPHcap PartnersPrivate equity$248,042 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GENERATION IM GLOBAL EQUITY FUND LLCGeneration Im Global EquityPublic equity$126M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OWNERSHIP CAPITAL GLOBAL EQUITY FUND LPOwnership Capital Global EquityPublic equity$59.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GENERATION IM ASIA FUND LPGeneration Im AsiaPrivate equity$24.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SKELLIG DST WATER FUNDSkellig Dst WaterPrivate equity$22.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CIM ENTERPRISE LOAN FUND LPCIM Enterprise LoanPrivate credit$22.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024COPIA CREDIT IMPACT FUND I LLCThe Copia GroupPrivate credit$530,236 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GLOBAL ALPHA INTERNATIONAL SMALL CAP FUND LPGlobal Alpha Small CapPublic equity$20.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024IMPACTIVE CAPITAL FUND LPImpactive CapitalPrivate equity$19.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GREENBACKER RENEWABLE ENERGY COMPANY II,LLCGreenbacker Renewable Energy CompanyNatural resources$16.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024IMPAX GLOBAL RESOURCE OPTIMIZATION FUND, L.P.Impax Global Resource OptimizationPrivate equity$14.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PRESERVER LPPreserverPrivate equity$14.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HARBOURVEST 2018 GLOBAL FEEDER FUND L.P.Harbourvest 2018 GlobalPrivate equity$12.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ARTEMIS REAL ESTATE PARTNERS INCOME AND GROWTH SIDECAR FUND LPArtemis Real Estate Income and Growth SidecarReal estate$9.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LONGITUDE VENTURE PARTNERS IV LPLongitude Capital Management Co., LLCVenture$8.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VISTRIA FUND IV (FT), LPThe Vistria Group, LPPrivate equity$8.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024REACH III LPReach Management, LLCPrivate equity$3.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BRONZE VENTURE FUND II, LPBronze Investments, LLCVenture$10.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DBL PARTNERS IV LPDBL PartnersPrivate equity$13.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RIVERWOOD CAPITAL PARTNERS III, LPRiverwood CapitalPrivate equity$8.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OAKTREE POWER OPPORTUNITIES FUND V,LPOaktree PowerInfrastructure$5.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SCULPTOR REAL ESTATE PARALLEL FUND IV B LPSculptor Real Estate ParallelReal estate$5.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ILLUMEN CAPITAL, LPIllumen Capital Management, LLCPrivate equity$5.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BIOSPRING PARTNERS FUND LPBiospring Management, LLCPrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VISTA FOUNDATION FUND IV-A, L.P.Vista Equity Partners Management, LLCPrivate equity$8.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CARRICK CAPITAL PARTNERS III LPCarrick Capital PartnersPrivate equity$5.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024POLARIS HEALTHCARE TECHNOLOGY OPPORTUNITIES FUND LPPolaris Growth Management, LLCPrivate equity$5.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HARBOURVEST 2015 GLOBAL FUND, LPHarbourvest Partners LPPrivate equity$8.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HCAP PARTNERS V, LPHcap PartnersPrivate equity$5.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024STRIPES VI, LPStripes, LLCPrivate equity$5.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GATEWAY REAL ESTATE FUND VI-TE-LPGateway Real Estate TeReal estate$4.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ARC CAPITAL PARTNERS LLCARC CapitalPrivate equity$4.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SIMFA PARALLEL I LPSimfa ParallelPrivate equity$4.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ARTEMIS REAL ESTATE PARTNERS FUND III,LPArtemis Real EstateReal estate$3.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024TRIDENT AMERICAN DREAMS FUND I (CAYMAN),LPTrident American DreamsPrivate equity$3.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024STEPSTONE VC MICRO III LPGreenspring Associates, LLCPrivate equity$4.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024HARLEM CAPITAL PARTNERS VENTURE FUND II,LPHarlem CapitalVenture$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SEAE VENTURES I LPSeae Ventures, LLCPrivate equity$3.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RETHINK IMPACT II, LPRethink Capital Partners, LLCPrivate equity$4.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MAC VENTURE CAPITAL II, LPMAC Venture CapitalVenture$4.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024IMPACT AMERICA FUND II LPImpact America Management, LLCPrivate equity$3.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ULU VENTURES III LPULU VenturesPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AVANATH AFFORDABLE HOUSING IV,LLCAvanath Affordable HousingPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NEW ENERGY CAPITAL INFRASTRUCTURE CREDITFUND II LPNEW Energy Capital Infrastructure CreditfundInfrastructure$890,626 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ULU VENTURES FUND IV, L.P.ULU Ventures Management Company, LLCPrivate equity$774,943 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MATERIAL IMPACT FUND III, L.P.Material Impact Management, LLCPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SLAUSON & CO. FUND I LPSlauson & Co. Management, L.L.C.Private equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MATERIAL IMPACT FUND II LPMaterial Impact Management, LLCPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NIO INFRASTRUCTURE FEEDER FUND V SCSP -Alternative Investment Fund ManagerInfrastructure$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAPOR CAPITAL III LPKapor Capital Management Company L.L.C.Private equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RRG SUSTAINABLE WATER IMPACT FUND, LPRRG Capital Management LLCPrivate equity$898,760 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024REACH IV, L.P.Reach Management, LLCPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SLAUSON & CO. FUND II, L.P.Slauson & Co. Management, L.L.C.Private equity$764,104 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024IMPACT AMERICA FUND III, LPImpact America Management, LLCPrivate equity$332,121 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$1.0B Dec 31, 2024 reported IRS BMF
$1.0B (2024-12)
Income
$272M Dec 31, 2024 reported IRS BMF
What changed
1 events
  • Sep 16, 2026Re-up prospectreport dateinference
    The California Wellness Foundation holds REACH IV, L.P.; the manager is raising: Reach V, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
    with Reach Management, LLCno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 954292101
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.