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
T••••••••• F••••• F••••••••• I••
FoundationNew York, NY
Assets
$676M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
67
4 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- V•••••• H••••••••• O••••••••• FUND II O••••••• LP $2.2M
- V•••••• H••••••••• O••••••••• FUND O••••••• LP $1.8M
- V•••••• V••• O••••••• S••• $1.4M
- H.I.G. P•••••• EQUITY O••••••••• $392,162
- P•••••• EQUITY MANAGERS (2018) LP - O••••••• $642,390
- P•••••• EQUITY MANAGERS (2019) LP - O••••••• $690,487
- P•••••• EQUITY MANAGERS (2020) LP - O••••••• $474,604
- P•••••• EQUITY MANAGERS (2021) LP - O••••••• $378,510
- P•••••• EQUITY MANAGERS (2022) LP - O••••••• $559,491
- EMERGING MARKET CURRENCY FUND $2.4M
- NON-US EQUITY MANAGERS PORTFOLIO 4 LLC $4.0M
- NON-US EQUITY MANAGERS PORTFOLIO 4 LLC $4.0M
- V•••••• R••• E••••• PARTNERS III (INTERNATIONAL) O••••••• S••• $57,146
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
From the plan’s own commitment disclosures
- G••••• A••••••• L••7 rows, latest Dec 31, 2024
- R•••••• G••••2 rows, latest Dec 31, 2024
- G•••••• S•••• • C•• L••2 rows, latest Dec 31, 2024
- V•••• V•••••••1 rows, latest Dec 31, 2024
Commitments
67 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 | G••••• M••••••••• I•• L•• | G••••• A••••••• L•• | Private equity | $7.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V• P•••••• I•••••••• O••••••• | VK P•••••• | Private equity | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R•••••• B•••••••• I••••••••• I•• L• | R•••••• G•••• | Private equity | $3.9M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••••• S•••••• O••••••••• F••• I• L•• | G••••• A••••••• L•• | Private equity | $7.9M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V•••• F••• V• L• | V•••• V••••••• | Private equity | $5.3M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | W••• S••••• C•••••• P••••••• V••• • P••••••• L• | G•••••• S•••• • C•• L•• | Private equity | $1.5M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••• O••••••••• F••• L•• | G••••• A••••••• L•• | Private equity | $6.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | A•• I• P•••••• I•••••••• O••••••• S••••••••• S••• | ASF P•••••• Sicav Raif Scsp | Private equity | $806,160 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | B••• X• P•••••• I•••••••• O••••••• S••••••••• S••• | Brep P•••••• Sicav Raif Scsp | Private equity | $1.4M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | B••••• H••••• F••• L•••••• | Brevan Howard | Private equity | $2.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••••••• O••••••• F••• L•• | Castleknight | Private equity | $2.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••• E••• F••• L•••••• | Cheyne Emea | Private equity | $2.6M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••• S••••• S•••••• C•••••••• L••• F••• L• | Cifc Senior Secured Corporate Loan | Private credit | $2.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••• G••••• V• P•••••• I•••••••• O••••••• | Coatue Growth P•••••• | Private equity | $2.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••••• O••••••• F••• L•••••• | Coatue | Private equity | $2.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | D••••••• D••••••••• F••• I• P•••••• I•••••••• O••••••• L• | Diameter Dislocation P•••••• | Private equity | $3.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | D••••• S••••• L••• O••••••• F••• I• L•• | Dollar Senior Loan | Private credit | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | D•••••••• G••••• I• A••••• O••••••• | Dragoneer Global Access | Private equity | $1.5M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | D•••••••• O••••••••• V• A••••• O••••••• | Dragoneer Access | Private equity | $652,970 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | D•••• O••••••••• A••••• | Drive Access | Private equity | $889,606 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | F••••••• C••••• O••••••••• V• P•••••• I•••••••• O••••••• L• | Fortress Credit P•••••• | Private credit | $2.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G• 2••• P•••••• I•••••••• O••••••• | GA 2021 P•••••• | Private equity | $2.7M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••• I• P•••••• I•••••••• O••••••• L• | Gcof P•••••• | Private equity | $809,288 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C•••••••• I•• P•••••• I•••••••• O••••••• L• | C•••••••• P•••••• | Private equity | $1.6M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••••• M••••••••• I• L•• | G••••• A••••••• L•• | Private equity | $5.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••••• M••••••••• I• L•• | G••••• A••••••• L•• | Private equity | $3.9M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••••• S••••• A••••••••• L•• | G••••• Select Alternatives | Private equity | $12.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••••• A••••••• I•• C•••••••• A••••• O••••••• | Global Atlantic Ivy Invest Access | Private equity | $458,826 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G•• I• P•••••• I•••••••• L•• | GRE P•••••• | Private equity | $3.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | H••••••••• I••••••••• F••• I•• O••••••• | Healthcare Innovation | Private equity | $4.6M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | H••••••••• M•••••••• P••••••• L• | Highbridge Mezzanine | Private credit | n/a | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | H•• C•••••••• C•••••• S•••••••• F••• A• | HPS Corporate Capital Solutions | Private equity | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | H•• M•••••••• P•••••• I•••••••• I•• L• O••••••• | HPS Mezzanine P•••••• | Private credit | $1.7M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | H•• M•••••••• P•••••• I•••••••• O••••••• 2••• | HPS Mezzanine P•••••• 2019 | Private credit | $4.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | J•• I••••••••• I••••••••• F••• T••••••••• L• | JPM Infrastructure Investments Tax Exempt | Infrastructure | $824,982 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••••• S•••••• O••••••••• F••• I• L•• | G••••• A••••••• L•• | Private equity | $8.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | G••••• M••••••••• R••• E••••• I• L•• | G••••• A••••••• L•• | Real estate | $5.9M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | L••••••• C•••••• O••••••• F••• | Lakewood Capital | Private equity | $2.5M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | L•• X•• ••••••••• P•••••• I•••••••• O••••••• L• | LEP P•••••• | Private equity | $2.7M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | M•••••• A••••••• M••••••••• F••• L•• | Mariner Atlantic M•••• Strategy | Hedge / diversifiers | $3.1M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | P••••••••• I• O••••••• | Petershill | Private equity | $368,042 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••••••••• G••••• E••••• A•• P•••• O••••••• I• L• | Riverstone Global Energy and Power | Infrastructure | $1,128 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R••••••••• R•••••••• A•• A••••••••• E••••• O••••••• I• L• | Riverstone Renewable and Alternative Energy | Natural resources | $10,647 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S••••••• O••••••• I• P•••••• I•••••••• O••••••• L•• | Sculptor P•••••• | Private equity | $1.5M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S••••• P•••• D••• I• A••••• O••••••• L• | Silver Point Doip Access | Private equity | $262,713 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S•••• S••••• L•••••• P••••••• | Sixth S••••• Lending | Private equity | $2.4M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S•• P•••••• I•••••••• O••••••• L• | SLA P•••••• | Private equity | $5.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | R•••••• B•••••••• I••••••••• I• L• | R•••••• G•••• | Private equity | $4.6M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | M•••• I••••••••• L• | G•••••• S•••• • C•• L•• | Private equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S•• V• P•••••• I•••••••• O••••••• | SLP P•••••• | Private equity | $5.6M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S•• H••••••••• •••• A••••• L• | SLR Healthcare Access | Private equity | $636,369 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | S•••••• O••••••••• F••• L•• | Storage | Private equity | $5.7M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | T•••••• O••••••••• O••••••• F••• L•• | Taconic | Private equity | $1.8M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | T•• X• A••••• O••••••• L• | TCV Access | Private equity | $449,722 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | T•••• P•••• O••••••• F••• L•• | Third Point | Private equity | $1.7M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | T•••• G••••• C•••••••• A••••• O••••••• L• C•••• A• S••••• 1• | Tiger Global Crossover Access A1 | Private equity | $1.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | T•••• G••••• C•••••••• A••••• O••••••• L• C•••• A• S••••• 2• | Tiger Global Crossover Access A1 | Private equity | $704,138 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | T•••• G••••• C•••••••• A••••• O••••••• L• C•••• A• S••••• 3• | Tiger Global Crossover Access A1 | Private equity | $657,695 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | T•• T••• A••••••••• I• A••••• O••••••• L• | TPG Tech Adjacencies Access | Private equity | $314,014 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | U• R••• P••••••• I••••• F••• L• | US R••• Property Income | Real estate | $633,469 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V•••••• I•• O••••••• | Ixb | Private equity | $605,444 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V• D••••••••• F••• I• O••••••• | VP Dislocation | Private equity | $3.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | V• D••••••••• F••• O••••••• | VP Dislocation | Private equity | n/a | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | W••• S••••• C•••••• P••••••• I• O••••••• F••••• | W••• S••••• Capital | Private equity | $182,601 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | W••• S••••• L••• P••••••• V• E••••• S•• | W••• S••••• Loan Europe Slp | Private credit | $810,066 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | W••• S••••• S•••••••• S•••••••• O••••••• F•••••• F••• | W••• S••••• Strategic Solutions Federal | Private equity | $2.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | Y••• C••••• O••••••••• U••• T•••• | York Credit | Private credit | $71,100 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 481286405
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.