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•••• a•• B••••••• S•••• C••••••••• T••••
FoundationFT Lauderdale, FL
Assets
$107M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
3
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
1 roles
- N••••• S• B••••• EXECUTIVE DIRECTOR & GRANTS ADVISORYExecutive director / CEO
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | B•• C•••••• P••••••• Q• I• | BBH Capital Qv | Private equity | $1.5M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | B•• L•• C••••• P••••••• I•• | BBH Lbc Credit | Private credit | $638,057 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | B•• O•••••• O••••••••• | BBH Oaktree | Private equity | $2.7M held | Disclosed holding | apps.irs.gov |
Size and funding
3 readings
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 546882525
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.