30 more managers and 65 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.

The California Wellness Foundation

Foundation· LOS Angeles, California

Foundation, based in LOS Angeles, California, reporting $1.0B in assets.

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

Assets
$1.0B
Fund commitments
67
Managers
33
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (67)ManagersPeople
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Whether a measured pattern points at this record could not be read just now.

What matters now

  1. 1
    re-up prospects

    1 re-up prospect was flagged in the last twelve months: a manager it backed raising a successor fund.

    Managers it already backs are raising again; a re-up decision is coming.

    Inferencea successor fund observed for a manager the plan backsRe-up prospects →

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
The California Wellness Foundation
Funds committed to
All 47
Managers
All 33
Size, funding, policy and commitments, with their basesFoundation · EIN 954292101Show
Foundation
Assets
$1.0B
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
67
33 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
1 role
Manager roster
33 managers on the commitment tape
From the plan’s own commitment disclosures

+30 more managers 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
5 events
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Auldbrass Partners Secondary Opportunity Fund IV, LP: condition no longer holds; not judged
    with Auldbrass Partners, LPno URL
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Harbourvest 2025 Global Fund L.P.: condition no longer holds; not judged
    with Harbourvest Partners LPno URL
  • Sep 16, 2026Re-up prospectreport dateinference
    The California Wellness Foundation holds REACH IV, L.P.; the manager is raising: Reach V, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
    with Reach Management, LLCno URL
  • Jul 23, 2025Re-up prospectinference
    The California Wellness Foundation holds AULDBRASS PARTNERS SECONDARY OPPORTUNITY FUND III LP; the manager has a newer fund open: Auldbrass Partners Secondary Opportunity Fund IV, LP (unknown, Form D first sale 2025-07-23); no commitment to it on the graph
    with Auldbrass Partners, LPno URL
  • Feb 28, 2025Re-up prospectinference
    The California Wellness Foundation holds HARBOURVEST 2017 GLOBAL FUND, LP; the manager has a newer fund open: Harbourvest 2025 Global Fund L.P. (state not recorded, Form D first sale 2025-02-28); no commitment to it on the graph
    with Harbourvest Partners LPno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
68 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024VISTA EQUITY PARTNERS FUND VII-A LPVista Equity Partners Management, LLCPublic equity$5.3M held2019Disclosed holdingapps.irs.gov
as of Dec 31, 2024URBAN INNOVATION SELECTS I, LPUrban Innovation Management LLCPrivate equity$3.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024URBAN INNOVATION FUND II LPUrban Innovation Management LLCPrivate equity$1.4M heldDisclosed holdingapps.irs.gov

+65 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
$1.0B Dec 31, 2024 reported IRS BMF
$1.0B (2024-12)
Income
$272M Dec 31, 2024 reported IRS BMF
Provenance
Identifiers: EIN 954292101
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 23, 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

The California Wellness Foundation 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.

Checking your plan…

Capital chain

The California Wellness Foundation sits on 56 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to VC fund to manager to company

DFX traced 56 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.

Checking your plan…

Record history

5 dated events on the change ledger, latest first
  • Re up prospect resolved
    2026-09-23
  • Re up prospect resolved
    2026-09-23
  • Re up prospect
    2025-07-23

+2 more changes on this record's ledger

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

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

+80 connections on the graph

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

Ask DFX