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

G••••• • R••••• H••••••• F•••••••••

FoundationNew York, NY
Assets
$159M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
20
none on the tape
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
No manager relationship is on the tape for this allocator.
Commitments
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024W•• L•• M•••••••WS MartelloPrivate equity$3.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• L•••••• C••••• P••••••• I••WS Lbc CreditPrivate credit$511,496 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• L•• S••••• E•••••WS Select EquityPublic equity$6.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• L•• A•••••••WS AltarockPrivate equity$7.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• L•• C••••••••WS ClarkstonPrivate equity$5.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• C•••••• P••••••• V••WS CapitalPrivate equity$3.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• S•••••• C••••• S•••••••• I•WS Sandton Credit SolutionsPrivate credit$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• B•••• G••••• E••••• S•••••WS Bowie Global EquityPublic equity$7.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••• E••••• I••••• F• I••Real Estate Income FdReal estate$3.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• S••••• P•••• D••••••••• O••••••••• I• S••••••••WS Silver Point Distressed SubPrivate credit$263,593 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024R••• E••••• E••••••• V•••• F• I•Real Estate Enhanced Value FdReal estate$726,054 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• C•••••• P••••••• Q• I•• L• •••••••BBH Capital QpPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• M•••••• P••••••• S•••••WS MakairaPrivate equity$3.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• A• C••••• L•BBH AhPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• A• 2• C••••• L•BBH AhPrivate equity$222,824 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• A••••••••• C••••• F••• •••••••BBH Alternative CreditPrivate credit$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024W•• P•••• F•••••• S•••• D••••••• V••• S•••••WS Prime Finance Short DurationPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• L•• T•••••• S••••• I••••••••• P••••••• S•••••BBH Wealth Strategies Trinity StreetPrivate equity$5.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• U••• T•••• B•• C•••• S••••• E••••• I••••••••• F•••BBH Wealth Strategies Bbh Cedar Street Equity IntermediatePublic equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024B•• W••••• S••••••••• L•• M••••••• R• S••••• I•BBH Wealth Strategies Martello RePrivate equity$483,243 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$159M Dec 31, 2024 reported IRS 990
$110M (2024-12)
Income
$35.4M 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 510193915
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.