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

W•••••• J• • D•••••• K• O••••• F••••••••• I••

FoundationCleveland, OH
Assets
$148M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
10
4 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
4 managers on the commitment tape
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024S•••••• G••• B••• O••••••••• F••• I•• L•S•••••• G••• A•••••••• L••Private equity$11,325 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N•• C•••••• F•••• L•F••• W••••••••• I••••••••• A••••••• I••Private equity$209,448 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••••••• N•• V• L•Highvista NgpPrivate equity$132,943 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••••••• V•••••• C•••••• V• L•••Highvista Venture CapitalVenture$102,684 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P••• S••••• C•••••• P•••••• E••••• F••• V•••• L•P••• S••••• C•••••• A•••••••• L•••••Private equity$8,335 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M•••••• T••••••• F••• I•• L•T••••••• M••••••••• L••Private equity$5,961 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••• G••• B••• O••••••••• F•••• L•S•••••• G••• A•••••••• L••Private equity$32,961 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F•• C••••••• F•••••••FPA Crescent InvPrivate equity$5.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024P•••• M•• V•••• F•••••••Pzena Value InsPrivate equity$8.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•••••• B•••• E••••••• M•••••• G••••• F•••W•••••• Blair Emerging Markets GrowthPublic equity$4.1M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$148M Dec 31, 2024 reported IRS 990
$104M (2024-12)
Income
$53.9M 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 341560893
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.