DFX Intelligence

Allocator Intelligence

The California Wellness Foundation

Foundation· LOS Angeles, California

Foundation, based in LOS Angeles, California, reporting $1.0B in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$1.0B
Fund commitments
67
Managers
33
Contact decision makersView relationships
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Ask DFX about this allocatorInvestment staff
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (67)Managers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

What may matter next

A pattern DFX replayed against history, using only what was known on each date, points at this record. The rate belongs to the pattern, not to this entity; what already happened is below.

Allocators · Re-upWindow to Sep 2027

The California Wellness Foundation

Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedThe California Wellness Foundation holds a fund and the manager's next fund in that series, a fund, is open (fundraising).
  • DerivedNo commitment to the new fund appears on the plan's filings yet.
Why it matters

This allocator committed to the prior fund of a series that now has a successor fund. Existing LPs are the first calls in any raise, so this is the re-up list for the GP, and for a competing GP it shows whose capital may be in play.

Who this is for

GPs raising a successor fund, placement agents, and competing GPs in the same strategy.

Can you reach them

Decision maker identified; no contact route on file yet.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.

What matters now

  1. 1
    re-up prospects

    1 re-up prospect was flagged in the last twelve months: a manager it backed raising a successor fund.

    Managers it already backs are raising again; a re-up decision is coming.

    Inferencea successor fund observed for a manager the plan backsRe-up prospects →

10 more people, 30 more managers and 65 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

People to know

View all people
  • Javier Hernandez
    Director of Investments
    Why: Named with investment responsibility
    No route on file yet
  • Alex Johnson
    VP OF PUBLIC AFFAIRS
    Why: The record names them as a decision maker
    No route on file yet
  • Richard Tate
    President & CEO
    Why: Runs the firm (chief executive or president)
    No route on file yet

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
All 13
The California Wellness Foundation
Funds committed to
All 47
Managers
All 33

Relationship network

112 connected entities68 observed commitments14 repeat counterparties11 dated commitments shown here, 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Fund or vehicle
  • Person

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesFoundation · EIN 954292101Show
Foundation
Assets
$1.0B
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
67
33 managers on Schedule C
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.
Decision makers
who to call first about an allocation, and why; then everyone else by function
  • Javier Hernandez · Director of Investments
    Why this person: Named with investment responsibility
  • Alex Johnson · VP OF PUBLIC AFFAIRS
    Why this person: The record names them as a decision maker; Named with investment responsibility; Confirmed current by a second source 2026-10-01
  • Richard Tate · President & CEO
    Why this person: Runs the firm (chief executive or president)

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

People
13 roles

+10 more people on the investment staff and board

Every name, title and published role at this allocator, with the page it was read from.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Manager roster
33 managers on the commitment tape
From the plan’s own commitment disclosures

+30 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed
5 events
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Auldbrass Partners Secondary Opportunity Fund IV, LP: condition no longer holds; not judged
    with Auldbrass Partners, LPno URL
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Harbourvest 2025 Global Fund L.P.: condition no longer holds; not judged
    with Harbourvest Partners LPno URL
  • 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
  • Jul 23, 2025Re-up prospectinference
    The California Wellness Foundation holds AULDBRASS PARTNERS SECONDARY OPPORTUNITY FUND III LP; the manager has a newer fund open: Auldbrass Partners Secondary Opportunity Fund IV, LP (unknown, Form D first sale 2025-07-23); no commitment to it on the graph
    with Auldbrass Partners, LPno URL
  • Feb 28, 2025Re-up prospectinference
    The California Wellness Foundation holds HARBOURVEST 2017 GLOBAL FUND, LP; the manager has a newer fund open: Harbourvest 2025 Global Fund L.P. (state not recorded, Form D first sale 2025-02-28); no commitment to it on the graph
    with Harbourvest Partners LPno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
68 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024VISTA EQUITY PARTNERS FUND VII-A LPVista Equity Partners Management, LLCPublic equity$5.3M held2019Disclosed holdingapps.irs.gov
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

+65 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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
Provenance
Identifiers: EIN 954292101
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 23, 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.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

The California Wellness Foundation is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Capital chain

The California Wellness Foundation sits on 56 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to VC fund to manager to company

DFX traced 56 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

5 dated events on the change ledger, latest event first
  • Re up prospect resolved
    2026-09-23
  • Re up prospect resolved
    2026-09-23
  • Re up prospect
    2026-09-16

+2 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+80 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.