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••• a•• C•••• L•••••• C••••••••• F•••••••••

FoundationUnion City, TN
Assets
$209M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
31
10 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
10 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
31 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024R••• G•••• O••••••• F••• I• L••R••• G•••• C•••••• M••••••••• L••Private equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•••• P•••• O••••••• O••••T•••• P•••• L••Private equity$4.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•••• P•••• S••••••••• O••••••••• O••••••• F•••T•••• P•••• L••Private equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A•••• 1• P•••••••A•••• C••••••• L•••Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O••••• G••••• F••• I•O••••• M••••••••• L••Private equity$339,401 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••• C•••••• I••••••••• F•••C•••• C•••••• L••Private equity$2.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M•••• L••• O•••••••M•••• L••• I••••••••• M••••••••• I••Private equity$48,122 heldDisclosed holdingapps.irs.gov
as of Dec 31, 20248• K•••• F•••KnotsPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••• C•••••• O••••••• F•••Antara CapitalPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••••• F••••••••• F••• L••Atreides FoundationPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••••• V•••••• C••••••C•••••••• V•••••• C••••••Venturen/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••••• O••••••••• F••• I••CrestlinePrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024G•••••• T••••••••• O•••••••Galleon TechnologyPrivate equity$5,934 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024L•••••• I• L••LodgingPrivate equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••• M••••••• F•••C•••••• M••••••• P••••••• L•Private equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M••••••• D••••••••• C••••• •••••••Marathon Distressed CreditPrivate credit$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M•••• R• S•••••• O••••••••• F•••Mavik Re SpecialPrivate equity$5.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M•• O••••••• I••••• F••• 2•M•• O••••••• I••••• M••••••••• L•••Private equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•• C•••••• E••••• O••••••• F•••PAN Capital EnergyNatural resources$2.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•• H••••••••• O••••••• F••• L••PFM HealthcarePrivate equity$71,977 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••••• P••••••• • P•••••• P•• O•••••••• L••Piedmont Prophet PipPrivate equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••••••• E••••• C•••••• P••••••P••••••• E••••• C•••••• P••••••Public equity$276,331 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••••• C•••••• L••••••Shiprock CapitalPrivate equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024S••••• C•••••• O••••••• C•••••Stater CapitalPrivate equity$8.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•••••••• P•••••••• L••TerrebonePrivate equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•• R•••••••• O••••••••• F•••P•• R•••••••• M••••••••• L••Private equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• G••••• P•••••••••TRG G•••••Private equity$125,900 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024U••••••• O••••••• P••••••• L•UntitledPrivate equity$903,182 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024V••• L•••••••• F•••Vida LongevityPrivate equityn/aDisclosed holdingapps.irs.gov
as of Dec 31, 2024V•••• C•••••• P••••••• I••• L•Vinci CapitalPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•••••••• L•••W••••••••Private equityn/aDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$209M Dec 31, 2024 reported IRS 990
$178M (2024-12)
Income
$66.8M 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 203450991
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.