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

A••••• W• M••••• F•••••••••

FoundationNew York, NY
Assets
$7.9B
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • PRIVATE EQUITY $3.8B
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
Chief investment officer
S•••• T•••••
CHIEF INVESTMENT OFFICER (Dec 31, 2024) apps.irs.gov
S•••• T••••• | CHIEF INVESTMENT OFFICER
    Manager roster
    No manager relationship is on the tape for this allocator.
    Commitments
    1 rows, 0 dated closings
    Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
    DateFundManagerBucketAmountVintageStatusSource
    as of Dec 31, 2024P••••• E•••••P••••• E•••••Public equity$486M heldDisclosed holdingapps.irs.gov
    Size and funding
    3 readings
    Total assets
    $7.9B Dec 31, 2024 reported IRS 990
    $7.8B (2024-12)
    Income
    $2.2B 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 131879954
    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.