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 G Peterson Foundation
FoundationNew York, NY
Assets
$1.2B
Total assets, Mar 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Mar 31, 2025
Commitments
92
21 managers on Schedule C
Allocation policy
IRS 990, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- H CAPITAL V, LP $5.1M
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
- Caroline Pearson EXECUTIVE DIRECTOR, PCH, PHTIExecutive director / CEO
Manager roster
21 managers on the commitment tape
From the plan’s own commitment disclosures
- Warburg Pincus LLC6 rows, latest Mar 31, 2025
- Encap Investments LP5 rows, latest Mar 31, 2025
- PSG Equity L.L.C.4 rows, latest Mar 31, 2025
- Felicis Ventures4 rows, latest Mar 31, 2025
- Goodwater Capital3 rows, latest Mar 31, 2025
- ACE Redpoint Management Company, Ltd.3 rows, latest Mar 31, 2025
- Nexus Capital Management LP3 rows, latest Mar 31, 2025
- Lerer Hippeau Ventures Management, LLC2 rows, latest Mar 31, 2025
- Luminate Capital Partners2 rows, latest Mar 31, 2025
- General Atlantic Service Co LP2 rows, latest Mar 31, 2025
- Roark Capital Management, LLC2 rows, latest Mar 31, 2025
- SDC Capital Partners, LLC2 rows, latest Mar 31, 2025
- American Securities LLC1 rows, latest Mar 31, 2025
- FPV Management, LLC1 rows, latest Mar 31, 2025
- White Deer1 rows, latest Mar 31, 2025
- APH I GP LP1 rows, latest Mar 31, 2025
- Altas Partners Holdings GP LP1 rows, latest Mar 31, 2025
- Wndrco Capital Management LLC1 rows, latest Mar 31, 2025
- Ngp1 rows, latest Mar 31, 2025
- Stone Point Capital LLC1 rows, latest Mar 31, 2025
- Wcas Management Corporation1 rows, latest Mar 31, 2025
Commitments
92 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | GOODWATER INFINITY II, LP | Goodwater Capital | Private equity | $3.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WARBURG PINCUS FINANCIAL SECTOR, LP | Warburg Pincus LLC | Private equity | $7.0M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | AMERICAN SECURITIES PARTNERS VI, LP | American Securities LLC | Private equity | $3.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | PROVIDENCE STRATEGIC GROWTH II-A LP | PSG Equity L.L.C. | Private equity | $6.3M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | PSG V LP | PSG Equity L.L.C. | Private equity | $11.1M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FPV FUND I, LP | FPV Management, LLC | Private equity | $3.5M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | LERER HIPPEAU SELECT FUND IV, LP | Lerer Hippeau Ventures Management, LLC | Private equity | $709,532 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | PROVIDENCE STRATEGIC GROWTH III-A LP | PSG Equity L.L.C. | Private equity | $7.5M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | LUMINATE CAPITAL PARTNERS II, LP | Luminate Capital Partners | Private equity | $9.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FELICIS VENTURES IX, LP | Felicis Ventures | Private equity | $3.4M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FELICIS VENTURES VII, LP | Felicis Ventures | Private equity | $4.5M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | GA RV (CLASS A) CONTINUATION, LP | General Atlantic Service Co LP | Private equity | $1.1M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WHITE DEER ENERGY LP II | White Deer | Natural resources | $972,098 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | LERER HIPPEAU VIII, LP | Lerer Hippeau Ventures Management, LLC | Private equity | $1.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ENCAP ENERGY CAPITAL FUND X, LP | Encap Investments LP | Natural resources | $3.8M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | GOODWATER CAPITAL IV, LP | Goodwater Capital | Private equity | $2.1M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FOLIUM AGRICULTURE FUND I PARALLEL-1 LP | Folium Agriculture Parallel | Natural resources | $9.0M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ALTAS PARTNERS HOLDINGS (A) LP | APH I GP LP | Private equity | $6.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ENCAP ENERGY CAPITAL FUND XII-B, LP | Encap Energy Capital | Natural resources | $5.0M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ENCAP FLATROCK MIDSTREAM FUND III, LP | Encap Investments LP | Private equity | $3.4M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FELICIS VENTURES VIII, LP | Felicis Ventures | Private equity | $4.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | APH ST. AUGUSTINE HOLDINGS (A) LP | Altas Partners Holdings GP LP | Private equity | $19,850 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | GOODWATER CAPITAL III, LP | Goodwater Capital | Private equity | $4.4M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FOLIUM TIMBER FUND I PARALLEL-1 LP | Folium Timber Parallel | Natural resources | $11.4M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FELICIS FOCUS FUND I, LP | Felicis Ventures | Private equity | $2.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ALTAS PARTNERS HOLDINGS III LP | Altas | Private equity | $1.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ALTAS PARTNERS HOLDINGS II LP | Altas | Private equity | $12.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WNDRCO HOLDINGS II LP | Wndrco Capital Management LLC | Private equity | $2.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WARBURG PINCUS GLOBAL GROWTH, LP | Warburg Pincus LLC | Private equity | $10.4M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ENCAP ENERGY CAPITAL FUND XI, LP | Encap Investments LP | Natural resources | $5.8M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ACE REDPOINT VENTURES CHINA III, LP | ACE Redpoint Management Company, Ltd. | Private equity | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ACE REDPOINT VENTURES CHINA II, LP | ACE Redpoint Management Company, Ltd. | Private equity | $2.5M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ENCAP FLATROCK MIDSTREAM FUND IV, LP | Encap Investments LP | Private equity | $4.8M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ACE REDPOINT OPPORTUNITY CHINA, LP | ACE Redpoint Management Company, Ltd. | Private equity | $762,442 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ENCAP ENERGY CAPITAL FUND IX, LP | Encap Investments LP | Natural resources | $1.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | PROVIDENCE STRATEGIC GROWTH IV LP | PSG Equity L.L.C. | Private equity | $9.9M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WARBURG PINCUS CHINA-SOUTHEAST ASIA II, LP | Warburg Pincus LLC | Private equity | $4.8M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | GENERAL ATLANTIC INVESTMENT PARTNERS I, LP | General Atlantic Service Co LP | Private equity | $1.5M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | LUMINATE CAPITAL PARTNERS III, LP | Luminate Capital Partners | Private equity | $9.0M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ROARK CAPITAL PARTNERS IV LP | Roark Capital Management, LLC | Private equity | $8.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ROARK CAPITAL PARTNERS V (TE) LP | Roark Capital Management, LLC | Private equity | $10.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ROTHWELL VENTURES I, LP | Nexus Capital Management LP | Private equity | $5.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | MENLO SPECIAL OPPORTUNITIES III ACCESS LLC | Menlo Special Access | Private equity | $3.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | NEXUS SPECIAL SITUATIONS II, LP | Nexus Capital Management LP | Private credit | $3.4M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | NEXUS SPECIAL SITUATIONS III, LP | Nexus Capital Management LP | Private credit | $7.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | NGP NATURAL RESOURCES X, LP | Ngp | Natural resources | $791,178 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | NUT TREE DRAWDOWN OFFSHORE FUND II, LP | NUT Tree Drawdown | Private equity | $2.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | NUT TREE DRAWDOWN OFFSHORE FUND, LP | NUT Tree Drawdown | Private equity | $4.4M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | HIGHBROOK INCOME PROPERTY FUND III, LP | Highbrook Income Property | Real estate | $4.1M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | REDWOOD DRAWDOWN OFFSHORE FUND II, LP | Redwood Drawdown | Private equity | $600,588 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | RIVA CAPITAL PARTNERS III, LP | Riva Capital | Private equity | $710,024 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | HUNTER POINT CAPITAL INVESTORS (OFFSHORE), LP | Hunter Point Capital | Private equity | $3.9M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ICHIGO JAPAN FUND B | Ichigo Japan | Private equity | $36.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | LCP VII (OFFSHORE), LP | Lcp | Private equity | $110,385 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | GQG PARTNERS GLOBAL EQUITY FUND | GQG Global Equity | Public equity | $17.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ABRAMS CAPITAL PARTNERS II, LP | Abrams Capital | Private equity | $3.4M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ACE REDPOINT OPPORTUNITY II, LP | ACE Redpoint | Private equity | $153,577 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ACTIVUM SG FEEDER FUND V LP | Activum Sg | Private equity | $7.1M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | AMANSA FEEDER, LTD | Amansa | Private equity | $35.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | APOLLO ORIGINATION PARTNERSHIP II (UNLEVERED), LP | Apollo Origination | Private equity | $5.0M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP | Farallon Capital | Private equity | $75.8M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FINEPOINT CAPITAL PARTNERS II, LP | Finepoint Capital | Private equity | $441,238 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FORTRESS CREDIT OPPORTUNITIES FUND (B) LP | Fortress Credit | Private credit | $153,710 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FPA APARTMENT OPPORTUNITY FUND VI-A, LP | FPA Apartment | Private equity | $1.9M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FPA APARTMENT OPPORTUNITY FUND VII-A, LP | FPA Apartment | Private equity | $8.1M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | FPA APARTMENT OPPORTUNITY FUND VIII-A, LP | FPA Apartment | Private equity | $7.9M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | GAOLING FEEDER, LTD | Gaoling | Private equity | $7,303 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | GARRISON REAL ESTATE FUND III LP | Garrison Real Estate | Real estate | $371,630 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | GSO SPECIAL SITUATIONS OVERSEAS FUND LTD | GSO Special Situations | Private credit | $23,497 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | HIGHBROOK INCOME PROPERTY FUND II, LP | Highbrook Income Property | Real estate | $265,857 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ARROWSTREET CAPITAL GLOBAL EQUITY ALPHA EXTENSION FUND LIMITED | Arrowstreet Capital Global Equity Alpha Extension | Public equity | $77.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ARTEMIS REAL ESTATE PARTNERS FUND II, LP | Artemis Real Estate | Real estate | $946,330 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | AXON PARTNERS (OFFSHORE), LTD (F/K/A TPG) | Axon | Private equity | $107,842 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | BAUPOST VALUE PARTNERS, LP - IV | Baupost Value | Private equity | $7.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | CANTILLON GLOBAL EQUITY LP | Cantillon Global Equity | Public equity | $82.9M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | CENTERBRIDGE CREDIT PARTNERS TE, LP | Centerbridge Credit Te | Private credit | $107,729 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | CYRUS OPPORTUNITIES FUND II, LTD | Cyrus | Private equity | $11.1M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | CYRUS SELECT OPPORTUNITIES FUND, LTD | Cyrus Select | Private equity | $17.0M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | CYRUS SELECT OPPORTUNITIES MASTER FUND II, LTD | Cyrus Select | Private equity | $9.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | DRAGONEER GLOBAL OFFSHORE FEEDER II, LP | Dragoneer Global | Private equity | $11.0M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | ENCAP ENERGY CAPITAL FUND VIII-B, LP | Encap Energy Capital | Natural resources | $3.3M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | DENHAM COMMODITY PARTNERS FUND VI-A LP | Denham Commodity | Natural resources | $3.8M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | SERENITY INVESTMENT FEEDER FUND LIMITED | Serenity Investment | Private equity | $7.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | THE CHILDREN'S INVESTMENT FUND | The Children' Investment | Private equity | $66.9M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WHALE ROCK FLAGSHIP FUND LTD | Whale Rock Flagship | Private equity | $19.6M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | TRIDENT V, LP | Stone Point Capital LLC | Private equity | $1.0M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WELSH, CARSON, ANDERSON & STOWE XI, LP | Wcas Management Corporation | Private equity | $19,033 held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND III, LP | SDC Capital Partners, LLC | Infrastructure | $7.0M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WARBURG PINCUS PRIVATE EQUITY XII, LP | Warburg Pincus LLC | Private equity | $7.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND II, LP | SDC Capital Partners, LLC | Infrastructure | $16.8M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WARBURG PINCUS GLOBAL GROWTH 14, LP | Warburg Pincus LLC | Private equity | $7.2M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | WARBURG PINCUS CHINA, LP | Warburg Pincus LLC | Private equity | $5.5M held | Disclosed holding | apps.irs.gov |
Size and funding
3 readings
What changed
2 events
- Sep 16, 2026Re-up prospectreport dateinferencePeter G Peterson Foundation holds WNDRCO HOLDINGS II LP; the manager is raising: WndrCo Holdings III LP (fundraising, seen 2026-09-16); no commitment to it on the graphwith Wndrco Capital Management LLCno URL
- May 29, 2025Re-up prospectinferencePeter G Peterson Foundation holds FELICIS VENTURES IX, LP; the manager has a newer fund open: Felicis Ventures X, L.P. (newly closed, Form D first sale 2025-05-29); no commitment to it on the graphwith Felicis Venturesno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 260316905
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.