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

J••• M• O••••• F•••••••••

FoundationHouston, TX
Assets
$281M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
19
none on the tape
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
No manager relationship is on the tape for this allocator.
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024E••••• T••••••• L•Energy TransferNatural resources$156,426 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••• C•••••• G•••• L•• D•• S••Arch Capital Group Dep ShsPrivate equity$1,360 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••• C•••••• G•••• L•• S•• F•Arch Capital Group SerPrivate equity$2,821 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••• C•••••• H•••••••Axis CapitalPrivate equity$1,435 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••• F•• L••Bofa FinPrivate equity$104,030 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• O•• F•••• C•••Capital One FinclPrivate equity$14,111 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• F•• L••Carlyle FinPrivate equity$2,833 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024D•••••• R••••• T•••• I••Digital RealtyReal estate$6,032 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024E••••••••• P••••••• P•••••••Enterprise ProductsPrivate equity$96,777 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F•• E••••• O••••••••• F••• I•FCP EquityPublic equity$401,061 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F••••••• C•••••• P••••••• E•••••Flagship Capital EquityPublic equity$124,166 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F••••••• C•••••• P••••••• F••• V• L•Flagship CapitalPrivate equity$224,072 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F••••••• C•••••• P••• S•••••••• R••• E••••• C•••••• F••• L•Flagship Capital Ptrs Strategic Real Estate CapitalReal estate$38,426 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024K•• G•••• F•• C• I• L••KKR Group FinPrivate equity$2,926 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••• L•MplxPrivate equity$181,054 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••• A•• A••••••• P•••••••• L•Plains All American PipelinePrivate equity$56,244 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•• C•••••• F•••••• I•• N•• C•••PPL Capital Funding Nts ConvPrivate equity$37,548 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Q•• T••••• L••QID TelmaxPrivate equity$925,340 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• O••• G•••• I• L•TPG Oper GroupPrivate equity$3,686 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$325M Dec 31, 2024 reported IRS 990
$281M (2024-12)
Income
$98.8M 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 760206844
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.