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.

Foundation

Peter and Carmen Lucia Buck Foundation Inc

FoundationMystic, CT
Assets
$2.8B
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
44
1 managers on Schedule C
Allocation policy
IRS 990, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • PRIVATE EQUITY STRATEGIC OPPORTUNITIES FUND V (OFFSHORE), L.P. $6.1M
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 roles
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
44 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025MODENA BUYER LLCModena BuyerPrivate equity$267,804 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025THE FOUNDERS FUND GROWTH III, LPFounders Fund LLCPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025GDIF US HEDGED FEEDER FUND LPGdif US HedgedHedge / diversifiers$8.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025AH 2024 FUND MULTIPLEXER (BLOCKED), L.P.AH 2024 MultiplexerPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025AG MORTGAGE VALUE PARTICIPATION FUND LTDAG Mortgage Value ParticipationFixed income$6.4M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025AGGREKO HOLDINGS INCAggrekoPrivate equity$125,079 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025AMG PANTHEON FUND, LLCAMG PantheonPrivate equity$7.4M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025AQR DELPHI LS EQUITY OFFSHORE FUND, L.P.AQR Delphi Ls EquityPublic equity$9.4M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF TPG PUBLIC EQUITY PARTNERS-B, LTDCF Tpg Public EquityPublic equity$4.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025BANGL, LLC TERM LOAN B SENIOR SECURED TERM LOAN 01-27-2029Bangl Term Loan Senior Secured Term Loan 2029Private credit$284,269 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025BLACKROCK GLOBAL EQUITY MARKETBlackrock Global Equity MarketPublic equity$17.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025BLACKSTONE PE STRATEGIES FUND (TE) LPBlackstone PE StrategiesPrivate equity$23.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CASTLEKNIGHT OFFSHORE FUND LTDCastleknightPrivate equity$9.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF 140 SUMMER PARTNERS OFFSHORE LTDCF SummerPrivate equity$5.4M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF 140 SUMMER PARTNERS OFFSHORE LTD CL 1 FOUNDERS SUB CL B SER 32 JAN 2025CF Summer Cl Founders Sub Cl Ser Jan 2025Private equity$1.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF BYBROOK CAPITAL FUND LTD CLS A ELIGIBLE IV SER JANUARY 25CF Bybrook Capital Cls Eligible Ser JanuaryPrivate equity$5.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF CREDIT ALTERNATIVES FUND, LTD. - SERIES ACF Credit AlternativesPrivate credit$23.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF EMINENCE FUND LTD CLS A SER 4 (2025)CF Eminence Cls SerPrivate equity$7.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF EQUITY FUND APL (USD) - AEW CORE PROPERTY FUNDCF Equity Apl Aew Core PropertyReal estate$10.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF FRERE HALL FUND CL A 2 20 SER DEC 2024CF Frere Hall Cl Ser Dec 2024Private equity$3.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF HARRISON STREET CORE PROPERTY FUND LPCF Harrison Street Core PropertyReal estate$7.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF PENTWATER MERGER ARBITRAGE FUND LTD APLCF Pentwater Merger Arbitrage AplPrivate equity$8.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CREDIT SUISSE COMMODITY RETURNCredit Suisse Commodity ReturnPrivate credit$13.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025EFFICIENT DIVERSIFIED FUNDEfficient DiversifiedHedge / diversifiers$7.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025FS MVP PRIVATE MARKETS FUND CLASS IFS Mvp Private MarketsPrivate equity$21.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025GOLDENTREE SELECT OFFSHORE FUND, LTD. CLASS M Q4Goldentree Select Q4Private equity$11.3M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025GQG PARTNERS EMERGING MARKETSGQG Emerging MarketsPublic equity$6.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025HAMILTON LANE PRIVATE ASSETS FUNDHamilton Lane Private AssetsPrivate equity$23.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND LLC CLASS MIronwood Multi StrategyHedge / diversifiers$25.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025JUMP FINANCIAL LLCJump FinancialPrivate equity$249,998 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025LEIA FINCO US LLC TERM LOAN (SECOND LIEN) 07-02-2032Leia Finco US Term Loan 2032Private credit$143,669 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MAF GLOBAL EMERGING MARKETS EQUITY FUNDMAF Global Emerging Markets EquityPublic equity$20.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MAINSAIL PARTNERS VII, L.P.MainsailPrivate equity$288,737 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MARTIN CURRIE SMASH SERIES EMMartin Currie Smash EmPrivate equity$9.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025NEXUS BUYER LLC INITIAL TERM LOAN (SECOND LIEN) SENIOR SECURED 11-05-2029Nexus Buyer Initial Term Loan Senior Secured 2029Private credit$282,455 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025OAKTREE OPPORTUNITIES FUND XII LP-DIRECTOaktree DirectPrivate equity$3.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PETSMART LLCPetsmartPrivate equity$270,217 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PGIM HIGH YIELD FUNDPgim High YieldFixed income$27.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SCIH SALT HOLDINGS INCScih SaltPrivate equity$219,357 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SEG PARTNER OFFSHORE LTDSEG PartnerPrivate equity$8.3M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SHENKMAN CAPITAL SHORT DURATIOShenkman Capital Short DuratioPrivate equity$28.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025THIRD COAST INFRASTRUCTURE LLCThird Coast InfrastructureInfrastructure$142,693 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025VERITION FUND LTD CL MS-IVerition Cl MsPrivate equity$19.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025WATERBRIDGE MIDSTREAM OPERATING LLC TERMLOAN B 06-21-2029Waterbridge Midstream Operating Termloan 2029Private equity$207,567 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$2.8B Jun 30, 2025 reported IRS 990
$2.8B (2025-06)
Income
$3.4B Jun 30, 2025 reported IRS BMF
What changed
1 events
  • Mar 6, 2026Re-up prospectinference
    Peter and Carmen Lucia Buck Foundation Inc holds THE FOUNDERS FUND GROWTH III, LP; the manager has a newer fund open: Founders Fund Growth IV, LP (newly closed, Form D first sale 2026-03-06); no commitment to it on the graph
    with Founders Fund LLCno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 061547852
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.