DFX Intelligence
Allocator Intelligence
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Foundation
P•••••••• F•••••••••
FoundationNew York, NY
Assets
$689M
Total assets, Dec 31, 2023 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2023
Commitments
4
2 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
- SELECT EQUITY $54.9M
- SELECT EQUITY $54.9M
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
- J••• C•••••• EXECUTIVE DIRECTOR EMERITUSExecutive director / CEO
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- L••• P••• P•••••••• L•1 rows, latest Dec 31, 2023
- D•••••• F•••• L••1 rows, latest Dec 31, 2023
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, 2023 | L••• P••• O••••••••• | L••• P••• P•••••••• L• | Private equity | $8.9M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2023 | D•••••• O••••••• | D•••••• F•••• L•• | Private equity | $1.3M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2023 | M•• R••• E••••• | M•• R••• E••••• | Real estate | $3.2M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2023 | O••••••• P••••••• F••• | Overlook | Private equity | $10.0M 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 136206624
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.