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••••• a•• D•••••• L••••• F•••••••••

FoundationLOS Angeles, CA
Assets
$342M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
4 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • ENERGY CAPITAL PARTNERS III-B, LP $1.2M
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
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024G••••• P••••••• V•• L•G••••• P•••••••• I•••Private equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W••••••••• C•••••• P••••••• V• L•W••••••••• C•••••• M••••••••• G•••• L••Private equity$4.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R•• M••••••••• • C••••••••• O••••• I••••••••• A• F••• I•• L•ROC Multifamily Commercial OfficePrivate equity$63,868 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024N•••• S•••••• S••••••••• I• •••••••• L•Nexus Special SituationsPrivate credit$274,100 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• V•••• P••••••• F••• 2• L•Southwest ValuePrivate equity$344,502 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• V•••• P••••••• F••• X•••••• L•Southwest ValuePrivate equity$360,293 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024F•••••••• U••• M••••••••• V•••• A•• F••• I• L•Fairfield Multifamily Value AddReal estate$492,134 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024J•• I••••• P••• F••• I•••• L•JCR Income PlusFixed income$687,705 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024A••••• N•••••• R••••••• P••••••• I• L•Apollo Natural ResourceNatural resources$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• M••••••••• F••• V• I••••••••• L•Bridge MultifamilyPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••••• U••••• S•••• R••• E••••• F••• V••• L•Harbert United State Real EstateReal estate$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• V•••• P••••••• F••• X•• L•Southwest ValuePrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024H•••••• U••••• S•••• R••• E••••• F••• V•• L•Harbert United State Real EstateReal estate$2.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• V•••• P••••••• F••• X•••• L•Southwest ValuePrivate equity$2.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••••• O••••••••• F••• V• O••••••• L•CrestlinePrivate equity$2.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B••••• M••••••••• F••• I• I••••••••• L•Bridge MultifamilyPrivate equity$3.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S•••••••• V•••• P••••••• F••• X•••• L•Southwest ValuePrivate equity$5.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024M•• I••••••••• M••••••• S•• T• W•• F•••••• I••• G••••• F• I•••• C•M•• I••••••••• M••••••• S•• T• W•• F•••••• I••• G••••• F• I•••• C•Private equity$20.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024T•• 3••••• L•TcgPrivate equity$3.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024C•••••••• P••••••• I••C•••••••• P•••••••Private equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024O••••••• M•••••••• P••••••• I••• L•H•• I••••••••• P•••••••• L••Private credit$1.7M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$342M Dec 31, 2024 reported IRS 990
$342M (2024-12)
Income
$122M 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 956060162
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.