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.

Foundation

John E Fetzer Institute Inc

FoundationKalamazoo, MI
Assets
$830M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
6
1 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025ILLUMEN CAPITALIllumen Capital Management, LLCPrivate equity$6.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025IMPACTIVE CAPITALImpactive CapitalPrivate equity$17.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025KHP CAPITAL PARTNERSKHP CapitalPrivate equity$4.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025LBA REALTYLBA RealtyReal estate$2.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MADISON REALTYMadison RealtyReal estate$2.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PHOENIX ASIA REALTYPhoenix Asia RealtyReal estate$6.4M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$830M Jun 30, 2025 reported IRS 990
$830M (2025-06)
Income
$146M Jun 30, 2025 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 386052788
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.