DFX Intelligence
This manager's name
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Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Private markets manager
Manager
No date on record · this record
No date on record · this record
Public LPs on the tape
2
distinct allocators disclosing a fund
Commitment rows
2
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
1
Schedule C investment manager rows
Who backs this manager
2 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Aphorism Foundation | 1 | 0 | Private equity | Dec 31, 2024 | Dec 31, 2024 | |
| Merkin Family Foundation | 1 | 0 | Hedge / diversifiers | Nov 30, 2024 | Nov 30, 2024 |
Funds on the tape
2 vehicles
- 65 - WAZEE STREET OPP FUND V1 row
- GUGGENHEIM PARTNERS OPPORTUNISTIC1 row
Corporate and Taft-Hartley plans (Schedule C)
1 plan
- Northwest Carpenters Retirement Planplan years
Commitment rows
2 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Aphorism Foundation | 65 - WAZEE STREET OPP FUND V | Private equity | $4.6M held | Disclosed holding | apps.irs.gov | |
| as of Nov 30, 2024 | Merkin Family Foundation | GUGGENHEIM PARTNERS OPPORTUNISTIC | Hedge / diversifiers | $25.6M held | Disclosed holding | apps.irs.gov |
What changed
No dated events.
Across the graphs
This record is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
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+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.