DFX Intelligence
Allocator Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Foundation
E•••••••• L••••• F•••••••••
FoundationRichmond, VA
Assets
$830M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
4
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
- E•• M••••••• L••••••1 rows, latest Dec 31, 2024
Commitments
4 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 | E•••••••• I•••• F••• P•• | E•• M••••••• L•••••• | Private equity | $84,400 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | H••••••• P•••••• F••• L• S••••• 2• | Heritage Private 2b | Private equity | $3.3M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | C••• A••• S••••• D••••• L•••••• I• L• | Cais Ares Senior Direct Lending | Private credit | $7.3M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | H••••••• P•••••• F••• L• S••••• 1• | Heritage Private 1b | Private equity | $19.5M 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 831934407
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.