Leon and Toby Cooperman Family Foundation
Foundation, based in Boca Raton, Florida, reporting $550M in assets.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
4 more managers and 20 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 $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- ORCM HELIUM LP1 commitment
- STAR MOUNTAIN PARTNERS FUND IV LLC1 commitment
- ORCM HELIUM OFFSHORE LP1 commitment
- Chatham Asset Management, LLC2 commitments
- OFF Road Capital Management LLC1 commitment
- Basepoint Advisors LLC1 commitment
Relationship network
30 connected entities23 observed commitments1 repeat counterparty6 dated commitments shown here, 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesFoundation · EIN 133102941ShowHide
Allocation policy
- CAPITAL Z PARTNERS (FIDELIS), L.P. $4.1M
- CAPITAL Z PARTNERS (MGA), L.P. $6.0M
Consultants and advisers
People
Manager roster
- Chatham Asset Management, LLC2 rows, latest Jan 31, 2025
- OFF Road Capital Management LLC1 row, latest Jan 31, 2025
- Basepoint Advisors LLC1 row, latest Jan 31, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jan 31, 2025 | ORCM HELIUM LP | OFF Road Capital Management LLC | Private equity | $2.5M held | 2021 | Disclosed holding | apps.irs.gov |
| as of Jan 31, 2025 | CHATHAM ASSET PRIVATE DEBT AND STRATEGIC CAPITAL OFFSHORE FUND II, LP | Chatham Asset Management, LLC | Private credit | $13.3M held | Disclosed holding | apps.irs.gov | |
| as of Jan 31, 2025 | CHATHAM ASSET PRIVATE DEBT AND STRATEGIC CAPITAL FUND, LP | Chatham Asset Management, LLC | Private credit | $25.8M held | Disclosed holding | apps.irs.gov |
+20 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 $199/month unless canceled.
Size and funding
Provenance
Provenance
Not yet on record: private markets allocation target.
Leon and Toby Cooperman Family Foundation is the same institution as 1 record in Family Offices.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Leon and Toby Cooperman Family Foundation sits on 7 traced paths of capital across the graphs.
DFX traced 7 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 $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+14 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.