DFX Intelligence

This allocator's name, 1 more manager and 19 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Foundation in Utah

Foundation· Salt Lake Cty, Utah

Foundation, based in Salt Lake Cty, Utah, reporting $967M in assets.

Composed from this allocator's classification, location and filed figures.

As of 2024-04-26 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $967M
Fund commitments: 22
Managers: 4

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (22)Managers

As of 2024-04-26 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 26 Apr 2024, Re up prospect.

Capital path

who backs this record, through what, into what; each name opens its own path

Foundation in Utah

Funds committed to

All 10

Managers

All 4

Size, funding, policy and commitments, with their basesFoundationShow

Foundation

Assets

$967M

Total assets, Dec 31, 2024 reported

Funded

no pension liability

not filed

Private markets target

no policy read

Commitments

4 managers on Schedule C

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

4 managers on the commitment tape

From the plan’s own commitment disclosures

Cynosure Group, LLC6 rows, latest Dec 31, 2024
Pelion Venture Partners3 rows, latest Dec 31, 2024
Corsair Capital LLC1 row, latest Dec 31, 2024

+1 more manager received commitments

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

1 event

Apr 26, 2024Re-up prospectinference
with Pelion Venture Partnersno URL

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

22 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2024	CYNOSURE PARTNERS 2020	Cynosure Group, LLC	Private equity	$70.0M held	2020	Disclosed holding	apps.irs.gov
as of Dec 31, 2024	CYNOSURE FENWAY SUMMER LLC	Cynosure Group, LLC	Private equity	$8.6M held	2017	Disclosed holding	apps.irs.gov
as of Dec 31, 2024	CORSAIR III FINANCIAL SVCS CAPITAL	Corsair Financial Svcs Capital	Private equity	$1.4M held		Disclosed holding	apps.irs.gov

+19 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding

3 readings

Total assets

$745M Dec 31, 2024 reported IRS 990

$967M (2024-12)

Income

$101M Dec 31, 2024 reported IRS BMF

Provenance

Identifiers: none on file

Cross-graph: family office graph (shared ein)

First observed Sep 15, 2026, last observed Sep 16, 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.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

This record is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

This record sits on 9 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 9 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

1 dated event on the change ledger, latest first

Re up prospect
2024-04-26

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+14 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.