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

The Cullen Foundation

FoundationHouston, TX
Assets
$272M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
35
5 managers on Schedule C
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
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
2 roles
Chief investment officer
Scott W Wise
President/CEO/CIO (Dec 31, 2024) apps.irs.gov
Scott W Wise | President/CEO/CIO
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
35 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Coatue Growth Fund V LPCoatue Management, L.L.C.Private equity$3.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GSR Ventures VIII LPGolden Sand River (digital), Ltd.Private equity$557,493 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Merit Energy Partners L LPMerit Energy CompanyNatural resources$2.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Merit Energy Partners K LPMerit Energy CompanyNatural resources$4.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GSR 2021 Opportunities Fund LPGolden Sand River (digital), Ltd.Private equity$255,819 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AKO European Long-Only Fund LtdAKO European Long OnlyPrivate equity$17.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AKO Global Fund LimitedAKO GlobalPrivate equity$16.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Atalan Offshore Fund, LtdAtalanPrivate equity$15.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Cevian Capital II LtdCevian CapitalPrivate equity$22.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Coatue Offshore Fund LtdCoatuePrivate equity$36.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CREA Partners II LPCreaPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CREA Partners III LPCreaPrivate equity$3.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Diameter Offshore Fund LPDiameterPrivate equity$29.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Eminence Fund LongEminence LongPrivate equity$20.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Encap Flatrock Midstream Fund II-C LPEncap Flatrock MidstreamPrivate equity$557,630 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Francisco Partners VII-A LPFranciscoPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GSR Ventures VI LPGolden Sand River (digital), Ltd.Private equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GSR Ventures VII LPGolden Sand River (digital), Ltd.Private equity$2.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GSR 2017 Opportunities Fund LPGolden Sand River (digital), Ltd.Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Meadow Real Estate V LPMeadow Real EstateReal estate$6.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024New Mountain Partners VII LPNew MountainPrivate equity$478,610 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SCF-X, LPScfPrivate equity$634,641 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Silchester Intl Investors Intl Value Equity TrustSilchester Intl Intl Value EquityPublic equity$25.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Silver Point Distressed Opp Instl Pts (Offshore) LPSilver Point Distressed Opp Instl PtsPrivate credit$7.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Stonelake Opportunity Partners II LPStonelakePrivate equity$15.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Stonelake Opportunity Partners III LPStonelakePrivate equity$4.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Stonelake Opportunity Partners IV LPStonelakePrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024GSR Zebra SPV LPGolden Sand River (digital), Ltd.Private equity$78,410 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024OCM Opportunities Fund VIIB LPOaktree Capital Management, LPPrivate equity$1 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Oaktree Mezzanine Fund III LPOaktree Capital Management, LPPrivate credit$902 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SCF-IX LPSimmons L E & Associates IncPrivate equity$4.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Stonelake Opportunity Partners V LPStonelakePrivate equity$5.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Stonelake Opportunity Partners VI LPStonelakePrivate equity$5.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Tremblant Long Fund LtdTremblant LongPrivate equity$23.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ValueAct Capital Intl II LPValueAct Capital IntlPrivate equity$21.9M heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$412M Dec 31, 2024 reported IRS 990
$272M (2024-12)
Income
$26.5M Dec 31, 2024 reported IRS BMF
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 760647361
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 15, 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.