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

L•••••• I•••••••• o• L••• P•••••

FoundationPhoenix, AZ
Assets
$809M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
14
2 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
3 roles
Chief investment officer
K•••••• J• L••••••
CHAIR & CIO/DIRECTOR (Jun 30, 2025) apps.irs.gov
K•••••• J• L•••••• | CHAIR & CIO/DIRECTOR
W•••••• G••••••
CIO (Jun 30, 2025) apps.irs.gov
W•••••• G•••••• | CIO
Manager roster
2 managers on the commitment tape
Commitments
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025M••••• C•••• N•• C•••• F•••M••••• C•••• C•••••• M••••••••• L••Private equity$4.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025K••••• V•••••• P••••••• I••K••••• V•••••• I••••••••• L••Venture$7.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025S•••••• D•• W•••• F•••Skellig Dst WaterPrivate equity$16.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025A••••• G••••• M••••••A••••• G••••• M••••••Private equity$2.3M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025A••••• G••••• R••• E•••••A••••• G••••• R••• E•••••Real estate$5.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025B••••••••• S•••••••• C•• H•••••••Blackstone Strategic CapPrivate equity$11.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025B••••••••• S•••••••• O••••••••• F•••Blackstone StrategicPrivate equity$3.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025B••••••••• S•••••••• P••••••• S•••••••••Blackstone Strategic SecondariesPrivate equity$6.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025C•••••• E••••• P•••••••Carlyle EnergyNatural resources$5.3M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025E•••••••• P••••••• I•EcosystemPrivate equity$8.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025G••••• T••••• O•••••••Gerber TaylorPrivate equity$11.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025L••••• L•••••••• C•• P••••••• V•Levine Leichtman CapPrivate equity$10.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025L••••• L•••••••• C•• P••••••• V••Levine Leichtman CapPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025S••••• L••• A••••• I• O•••••••Silver Lake AlpinePrivate equity$9.5M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$809M Jun 30, 2025 reported IRS 990
$809M (2025-06)
Income
$79.4M 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 866021106
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.