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

Lowell Milken Family Foundation

FoundationSanta Monica, CA
Assets
$143M
Total assets, Oct 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
20
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
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2024ACT ONE VENTURES III, L.P.ACT One Ventures Management, L.L.C.Private equity$332,517 heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024ACT ONE VENTURES II, L.P.ACT One Ventures Management, L.L.C.Private equity$1.1M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024NP1,LLCNp1Private equity$37.0M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024NSE CARAMEL LLCNSE CaramelPrivate equity$3.0M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024NSE GULL LLCNSE GullPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024NSE LEMON LLCNSE LemonPrivate equityn/aDisclosed holdingapps.irs.gov
as of Oct 31, 2024NSE PEANUT LLCNSE PeanutPrivate equity$608,393 heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024BRYN PHARMA LLCBryn PharmaPrivate equity$442,596 heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024CANYON LAUREL INVESTMENT FUND II-B, LPCanyon Laurel InvestmentPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024CM-NP, LLCCM NpPrivate equity$90.3M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024GREEN EQUITY INVESTMENT VIIGreen Equity InvestmentPublic equity$1.4M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024LNSP. LLC (FCI II)LnspPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024MARCH CAPITAL PARTNERS I, L.P.March CapitalPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024ACT ONE VENTURES LPACT One Ventures Management, L.L.C.Private equity$1.9M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024APOLLO INVESTMENT FUND IV, L.P.Apollo Management, L.P.Private equity$1,127 heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024APOLLO INVESTMENT FUND VI, L.P.Apollo Management, L.P.Private equity$67,825 heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024APOLLO INVESTMENT FUND VIII, L.P.Apollo Management, L.P.Private equity$560,536 heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024RANGER SMALL CAP FUND, L.P.Ranger Small CapPublic equity$7.2M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024RFG-HAZEL LLCRFG HazelPrivate equity$3.4M heldDisclosed holdingapps.irs.gov
as of Oct 31, 2024RFG-NP, LLCRFG NpPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$215M Oct 31, 2024 reported IRS 990
$143M (2024-10)
Income
$24.6M Oct 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 954078354
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.