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

Shear Family Foundation Inc

FoundationPittsburgh, PA
Assets
$226M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
80
18 managers on Schedule C
Allocation policy
IRS 990, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • 406 VENTURES IV $955,688
  • 406 VENTURES OPPORTUNITY FUND I $1.5M
  • 406 VENTURES OPPORTUNITY FUND II $658,188
  • 406 VENTURES V $264,269
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
18 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
80 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024CORMORANT PRIVATE HEALTHCARE FUND I, LPCormorant Asset Management, LPPrivate equity$399,095 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OWL VENTURES OPPORTUNITY FUND II, LPOWL VenturesPrivate equity$820,965 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NEBARI GOLD FUND 1, LPNebari Partners, LLCNatural resources$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ENLIGHTENMENT CAPITAL SOLUTIONS FUND III, LPEnlightenment CapitalPrivate equity$2.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KKR ASIAN FUND III, LPKohlberg, Kravis, Roberts & Co., LPPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024STARTING LINE FUND II,LPStarting LinePrivate equity$790,213 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BAYPINE CAPITAL PARTNERS FUND I-B, LPBaypine Holdings LPPrivate equity$860,636 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAIROS VENTURE PARTNERS II, LPKairos Venture Investments, LLCVenture$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ENERGIZE VENTURES FUND II, LPEnergize Capital LLCPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NEXUS FUND III, LPNexus Capital Management LPPrivate equity$719,722 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024406 VENTURES RELTIO SPV (WRANGLER TOO)Ventures Reltio SpvPrivate equity$100,000 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AG DIRECT LENDING FUND IIAG Direct LendingPrivate credit$946,639 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCEL-AKKR GROWTH CAPITAL PARTNERS IV, LPAccel Akkr Growth CapitalPrivate equity$755,250 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCEL-AKKR CREDIT PARTNERS, LPAccel Akkr CreditPrivate credit$578,380 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ACCEL-AKKR EMERGING BUYOUT PARTNERS, LPAccel Akkr Emerging BuyoutPrivate equity$938,680 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CEDAR STREET EMERGING MARKETS VALUE FUND, LPCedar Street Emerging Markets ValuePublic equity$4.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CEDAR STREET INT'L SMALL CAP FUND I, LPCedar Street Int' Small CapPublic equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CHICAGO VENTURES OPPORTUNITY FUND I, LPChicago VenturesPrivate equity$881,097 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CHICAGO VENTURES FUND III, LPChicago Ventures Fund Management, LLCPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CORMORANT PRIVATE HEALTHCARE FUND II, LPCormorant Asset Management, LPPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CORMORANT PRIVATE HEALTHCARE FUND III, LPCormorant Asset Management, LPPrivate equity$961,059 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024COATUE GROWTH FUND V, LPCoatue Management, L.L.C.Private equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DECLARATION PARTNERS REAL ESTATE FUND I, LPDeclaration Real EstateReal estate$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DIVERSIFIED CASSIDY, LLCDiversified CassidyHedge / diversifiers$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ENERGY TRANSFER, LPEnergy TransferNatural resources$920,730 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ENTERPRISE PRODUCT PARTNERSEnterprise ProductPrivate equity$972,160 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GREENBRIAR CO-INVESTMENT SA, LPGreenbriar Investment SaPrivate equity$510,905 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024IRRADIANT RENEWABLE OPPORTUNITIES (TE), LPIrradiant RenewablePrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GREENBRIAR EQUITY FUND IV-A, LPGreenbriar EquityPublic equity$3.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EV URB SPV, LLCEnergize Capital LLCPrivate equity$501,666 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ENLIGHTENMENT CAPITAL SOLUTIONS FUND IV, LPEnlightenment CapitalPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GREENBRIAR EQUITY FUND V, LPGreenbriar Equity Group LPPublic equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GREENBRIAR EQUITY FUND VI, LPGreenbriar Equity Group LPPublic equity$967,710 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024IBEX PARTNERS (GAUZY), LPIbex Investors LLCPrivate equity$30,981 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAYNE ANDERSON CORE REAL ESTATEKayne Anderson Core Real EstateReal estate$4.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAIROS PROVIVI SPV, LPKairos Provivi SpvPrivate equity$69,131 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAIROS VENTURE OPORTUNITIES I, LPKairos Venture OportunitiesVenture$394,435 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAYNE ANDERSON REAL ESTATE DEBT IV, LPKayne Anderson Real Estate DebtPrivate credit$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAYNE ANDERSON REAL ESTATE PARTNERS, LPKayne Anderson Real EstateReal estate$994,707 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAYNE ANDERSON ENERGY FUND VIII, LPKayne Anderson EnergyNatural resources$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAYNE ANDERSON PARTNERS FUND IV, LPKayne AndersonPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KAYNE COMMERCIAL REAL ESTATE DEBT IV, LPKayne Commercial Real Estate DebtPrivate credit$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KKR CREDIT PARTNERS, LP - SERIES 1KKR CreditPrivate credit$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024LOGISTA OFFSHORE FUNDLogistaPrivate equity$2.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MANIV MOBILITY A, LPManiv MobilityPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KKR AMERICAS FUND XII, LPKohlberg, Kravis, Roberts & Co., LPPrivate equity$6.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MANNA TREE NUTRITION II, LPManna Tree NutritionPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MESIROW ABSOLUTE RETURN FUND (INSTITUTIONAL), LTDMesirow Absolute ReturnHedge / diversifiers$96,508 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NEWROAD CAPITAL FUND IV, LPNewroad CapitalPrivate equity$717,470 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NEWROAD CAPITAL FUND III, LPNewroad CapitalPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024NOEMIS VENTURES I, LPNoemis VenturesPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OAKTREE GLOBAL CREDIT FUNDOaktree Global CreditPrivate credit$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OAKTREE LIFE SCIENCES FUNDOaktree Life SciencesPrivate equity$875,542 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OAKTREE OPPORTUNITIES FUND XIOaktreePrivate equity$934,125 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OAKTREE SPECIAL SITUATIONS FUND II, LPOaktree Special SituationsPrivate credit$2.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OAKTREE SPECIAL SITUATIONS FUND III, LPOaktree Special SituationsPrivate credit$890,506 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ORBIMED ISRAEL PARTNERS II, LPOrbimed IsraelPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MERIDIAN STREET CAPITAL III, LPMeridian Street Capital, LLCPrivate equity$858,625 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OWL VENTURES FUND V, LPOWL VenturesPrivate equity$759,313 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PENNTEX SFO I, LPPenntex SfoPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PFMP K1508 INVESTORS, LLCPfmp K1508Private equity$819,714 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PFMP-KF61 INVESTORS, LLCPfmp Kf61Private equity$820,269 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PFMP-KF96 INVESTORS, LLCPfmp Kf96Private equity$589,046 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PFMP-KF77 INVESTORS, LLCPfmp Kf77Private equity$632,546 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RED BIRD FC HOLDINGS CVRED Bird Fc CvPrivate equity$630,079 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024RED BIRD PARTNER FUND IV , LPRED Bird PartnerPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S3 SPRUCE CAPITAL FUND V, LPS3 Spruce CapitalPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024S3 SPRUCE CAPITAL- OXBRIDGE SERIES LPS3 Spruce Capital OxbridgePrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SANDALWOOD VIOLA OPP FUND I , LPSandalwood Viola OppPrivate equity$521,405 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SANDBRIDGE CONSUMER FUND III , LPSandbridge Investment Management, LLCPrivate equity$756,645 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OWL VENTURES PARTNERSHIP HOLDINGS III, LPOWL VenturesPrivate equity$389,032 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SCULPTOR RE CREDIT FUND I, LPSculptor Re CreditPrivate credit$56,791 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SCULPTOR RE CREDIT FUND II, LPSculptor Re CreditPrivate credit$736,348 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SILVERPEAK SPECIAL SITUATION LENDING FUNDSilverpeak Special Situation LendingPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SKY9 FUND IV, LPSky9Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SKY9 FUND V, LPSky9Private equity$966,445 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SKY9 MVP FUND II, LPSky9 MvpPrivate equity$397,137 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SVB CAPITAL FUND V, LPSVB CapitalPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VELOCITY FUNDVelocityPrivate equity$833,652 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SKY9 CAPITAL MVP FUNDSky9 Capital Mvp LtdPrivate equity$416,095 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$226M Dec 31, 2024 reported IRS 990
$226M (2024-12)
Income
$36.1M Dec 31, 2024 reported IRS BMF
What changed
2 events
  • Mar 30, 2024Re-up prospectreport dateinference
    Shear Family Foundation Inc holds STARTING LINE FUND II,LP; the manager has a newer fund open: Starting Line Fund III, L.P. (early deployment, first ADV report 2024-03-30); no commitment to it on the graph
    with Starting Lineno URL
  • Dec 27, 2023Re-up prospectinference
    Shear Family Foundation Inc holds ENERGIZE VENTURES FUND II, LP; the manager is raising: Energize Ventures Fund III LP (fundraising, Form D first sale 2023-12-27); no commitment to it on the graph
    with Energize Capital LLCno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 471833006
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.