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.
Capital moving
What changed, dated on the day it changed
Every event carries a date basis. Effective is the day the thing happened or was true of (a closing, a plan year end, a policy as-of); report date is the day a document disclosed a holding with no date of its own, and those stay out of this list unless you ask for them. Schedule C relationship changes are inferences: a provider paid under $5,000 drops off the schedule.
38,107 events
- Ohio Public Employees Retirement System (OPERS) adopts a policy change: investment valuation policy
- Employees Retirement System of Texas (ERS) opens a U.S. small cap equity search
- Employees Retirement System of Texas (ERS) terminates Vanguard (U.S. large-cap equity)with Vanguardagendasuite.org
- Employees Retirement System of Texas (ERS) terminates Fidelity (international equity)with Fidelity Investmentsagendasuite.org
- New York State Common Retirement Fund re-ups with Francisco Partners: $400M to Francisco Partners Fund VIII, L.P. (the plan's own words: existing relationship)with New York State Common Retirement Fundosc.ny.gov
- South Carolina Retirement System (SCRS) commits $250M to Barings Blue Ridge Fund (Barings LLC), closed 2026-05-15with Barings LLCrsic.sc.gov
- South Carolina Retirement System (SCRS) commits $250M to Barings Blue Ridge Fund (Barings LLC), closed 2026-05-15with Barings LLCrsic.sc.gov
- South Carolina Retirement System (SCRS) commits $250M to Barings Blue Ridge Fund (Barings LLC), closed 2026-05-15with Barings LLCrsic.sc.gov
- New York State Common Retirement Fund commits $150M to FP VIII – NYSCRF Co-Investment, L.P., closed 2026-05-15with FP VIII - NYSCRF Co-Investment, L.P.osc.ny.gov
- New York State Common Retirement Fund commits $400M to Francisco Partners Fund VIII, L.P., closed 2026-05-15with Francisco Partners VIII, L.P.osc.ny.gov
- New York State Common Retirement Fund commits $150M to Francisco Partners Agility IV, L.P., closed 2026-05-15with Francisco Partners Agility IV, L.P.osc.ny.gov
- New York State Common Retirement Fund commits $75M to BCP Asia III Supplemental Account – NY, L.P., closed 2026-05-15
- New York State Common Retirement Fund re-ups with Blackstone Management Partners L.L.C.: $150M to Blackstone Capital Partners Asia III, L.P. (the plan's own words: existing relationship)with New York State Common Retirement Fundosc.ny.gov
- New York State Common Retirement Fund commits $150M to Blackstone Capital Partners Asia III, L.P. (Blackstone Management Partners L.L.C.), closed 2026-05-15with Blackstone Management Partners L.L.C.osc.ny.gov
- South Carolina Retirement System (SCRS) commits $75M to Unity Partners Fund II, closed 2026-05-14with Unity Partnersrsic.sc.gov
- South Carolina Retirement System (SCRS) commits $75M to Unity Partners Fund II, closed 2026-05-14
- South Carolina Retirement System (SCRS) commits $75M to Unity Partners Fund II, closed 2026-05-14with Unity Partnersrsic.sc.gov
- Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $250M to JFL Credit Opportunities Fund II, L.P.
- Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $300M to JFL Equity Investors VII, LP
- Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $200M to LLCP Lower Middle Market Fund IV, L.P.
- Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed up to €150 million to Inflexion Buyout Fund VII Limited Partnershipwith Inflexionportal.ct.gov
- Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed up to €70 million to Inflexion CT Co-Investment Limited Partnershipwith Inflexionportal.ct.gov
- Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $175M to Hamilton Lane Credit Income Private Fund LPwith Hamilton Laneportal.ct.gov
- Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $175M to CRPTF-Hamilton Lane Credit Sidecar, L.P.with Hamilton Laneportal.ct.gov
- Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $200M to Smart Markets Fund, L.P.
- Connecticut Retirement Plans and Trust Funds, Investment Advisory Council (Office of the Treasurer) reports as committed $150M to AxInfra NA II, LP
- Los Angeles City Employees' Retirement System (LACERS) opens a publicly-traded infrastructure search
- Los Angeles City Employees' Retirement System (LACERS) reports as committed $75M to Clarion Lion Trust Fund
- New York State Common Retirement Fund commits $150M to TB Empire Opportunities II, L.P. (Towerbrook Capital Partners), closed 2026-05-06with Towerbrook Capital Partnersosc.ny.gov
- New York State Common Retirement Fund re-ups with Towerbrook Capital Partners: $150M to TB Empire Opportunities II, L.P. (the plan's own words: existing relationship)with New York State Common Retirement Fundosc.ny.gov
- New York State Common Retirement Fund re-ups with Towerbrook Capital Partners: $150M to TowerBrook Investors VII (Onshore) I.L.P. (the plan's own words: existing relationship)with New York State Common Retirement Fundosc.ny.gov
- New York State Common Retirement Fund commits $150M to TowerBrook Investors VII (Onshore) I.L.P. (Towerbrook Capital Partners), closed 2026-05-06with Towerbrook Capital Partnersosc.ny.gov
- Pennsylvania State Employees' Retirement System (PA SERS) opens a Independent Auditor Services search
- Massachusetts Pension Reserves Investment Management Board (PRIM) opens a Managed Account Platform Services search
- Netapp, Inc. Pension Plans plan assets $66M -> $73M (+10.6%, 2025-04-30 to 2026-04-30)
- J M Smucker Co Pension Plans plan assets $270M -> $155M (-42.5%, 2025-04-30 to 2026-04-30)
- Brown Forman Corp Pension Plans plan assets $576M -> $514M (-10.8%, 2025-04-30 to 2026-04-30)
- Charles T Bauer Charitable Foundation holds Brown Advisory Private Equity Partners 11 (Q), LLLP; the manager is raising: Brown Advisory Private Equity Partners 14 (Q), LLLP (fundraising, Form D first sale 2026-04-29); no commitment to it on the graph; 2 fund(s) of the series between them not held eitherwith Brown Advisory Investment Solutions Group LLCno URL
- New Jersey State Investment Council / Division of Investment considers $35M to 1315 Capital Emerging Growth & Buyout II, L.P.with 1315 Capitalnj.gov
- New Jersey State Investment Council / Division of Investment considers $70M to 1315 Capital IV, L.P.with 1315 Capitalnj.gov
- New Jersey State Investment Council / Division of Investment selects Aksia LLC in the Real Estate Investment Consulting Services searchwith Aksia LLCnj.gov
- South Carolina Retirement System (SCRS) commits $100M to Kingswood Capital Opportunities Fund IV (Kingswood Capital Management, L.P.), closed 2026-04-27with Kingswood Capital Management, L.P.rsic.sc.gov
- South Carolina Retirement System (SCRS) commits $50M to Kingswood Capital Opportunities Small Cap Fund I (Kingswood Capital Management, L.P.), closed 2026-04-27with Kingswood Capital Management, L.P.rsic.sc.gov
- South Carolina Retirement System (SCRS) commits $100M to Kingswood Capital Opportunities Fund IV (Kingswood Capital Management, L.P.), closed 2026-04-27with Kingswood Capital Management, L.P.rsic.sc.gov
- South Carolina Retirement System (SCRS) commits $100M to Kingswood Capital Opportunities Fund IV (Kingswood Capital Management, L.P.), closed 2026-04-27with Kingswood Capital Management, L.P.rsic.sc.gov
- South Carolina Retirement System (SCRS) commits $50M to Kingswood Capital Opportunities Small Cap Fund I (Kingswood Capital Management, L.P.), closed 2026-04-27with Kingswood Capital Management, L.P.rsic.sc.gov
- South Carolina Retirement System (SCRS) commits $50M to Kingswood Capital Opportunities Small Cap Fund I (Kingswood Capital Management, L.P.), closed 2026-04-27with Kingswood Capital Management, L.P.rsic.sc.gov
- Virginia Retirement System (VRS) reports as committed €100 Million to Charterhouse XII Co-invest SMAwith Charterhouse Capital Partners LLPvaretire.org
- Virginia Retirement System (VRS) adopts a policy change: Credit Strategies, Diversifying Strategies, Private Equity, Private Investment Partnerships
- Virginia Retirement System (VRS) adopts a policy change: Defined Benefit Plan Strategic Asset Allocation
- Virginia Retirement System (VRS) reports as committed $50M to Monomoy V Co-invest SMAwith Monomoy Capital Management, L.P.varetire.org
- Virginia Retirement System (VRS) reports as committed $500M to PIMCO Multi-Strategy Custom Mandate
- Virginia Retirement System (VRS) reports as committed $400M to Ares Pathfinder IIIwith Aresvaretire.org
- Virginia Retirement System (VRS) terminates AgIS Farmland (Real Assets)
- Virginia Retirement System (VRS) selects Mercer as general consultantwith Mercervaretire.org
- Virginia Retirement System (VRS) adopts a policy change: Unbundled and Bundled Defined Contribution Plans Investment Policy Statements
- Virginia Retirement System (VRS) adopts a policy change: Defined Contribution Plans
- Big Win Philanthropy Inc holds ECLIPSE FUND V, LP; the manager has a newer fund open: Eclipse Partners Fund VI, L.P. (newly closed, Form D first sale 2026-04-20); no commitment to it on the graphwith Eclipse Ventures, LLCno URL
- Darla Moore and Richard Rainwater Foundation holds ECLIPSE FUND IV; the manager has a newer fund open: Eclipse Partners Fund VI, L.P. (newly closed, Form D first sale 2026-04-20); no commitment to it on the graph; 1 fund(s) of the series between them not held eitherwith Eclipse Ventures, LLCno URL
- Circle of Service Foundation holds ECLIPSE FUND V, L.P.; the manager has a newer fund open: Eclipse Partners Fund VI, L.P. (newly closed, Form D first sale 2026-04-20); no commitment to it on the graphwith Eclipse Ventures, LLCno URL