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
M••••••• C•••• M•••••••• F•••
FoundationBend, OR
Assets
$129M
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
7
1 managers on Schedule C
Allocation policy
IRS 990, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- A••••••••• INVESTMENT PARTNERS ABSOLUTE RETURN FUND $4.6M
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
- H••••••••• P••••••• L•1 rows, latest Jun 30, 2025
Commitments
7 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 Jun 30, 2025 | D•••• S••••• I• L•• | H••••••••• P••••••• L• | Private equity | $463,504 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | A••••••••• I••••••••• P••••••• R•••••••• G••••• M•••• •••• | Alternative Investment Riverview Global Macro | Private equity | $1.4M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | H••••••• L••• P•••••• M••••• O••••••••• F••••• F••• L• | Hamilton Lane Private Market | Private equity | $2.5M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | A•• C••• P••••••• F••• | ARA Core Property | Real estate | $989,377 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | B••••• P•••••• E••••• F••• | Becker Private Equity | Private equity | $359,045 held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | C••••••••• L•• | Centerpointe | Private equity | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Jun 30, 2025 | O••••• L••••• C•• L•• | Ochoco Lumber | Private equity | $137,065 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 237108002
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.