Mutual of Omaha Foundation
Foundation, based in Omaha, Nebraska, reporting $113M 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.
1 more person, 18 more managers and 75 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.
People to know
View all people- Executive Director, Mutual of Omaha Foundation Newsroom Contact Us Access Your AccountWhy: Executive director: runs the plan or the officeNo route on file yet
- Head of Alternative InvestmentWhy: Head of Alternative Investment at the firmNo route on file yet
- General CounselWhy: General Counsel at the firmNo route on file yet
Capital path
who backs this record, through what, into what; each name opens its own path- Gail GraeveExecutive Director, Mutual of Omaha Foundation Newsroom Contact Us Access Your Account
- Juan Prieto MunozHead of Alternative Investment
- Nancy CrawfordGeneral Counsel
- Dover Street X, LP1 commitment
- Manulife Private Equity Partners LP1 commitment
- Kline Hill Partners LP7 commitments
- Truebridge Capital Partners3 commitments
- Core Industrial Partners, LLC3 commitments
Relationship network
103 connected entities78 observed commitments11 repeat counterparties15 dated commitments shown here, 2024
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
- Person
›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 202176636ShowHide
Consultants and advisers
Decision makers
No one at this allocator holds a chief investment officer, executive director or asset-class head role on record yet; the people named here are listed below by function.
Who else at this allocator · 3 people, grouped by function
- Gail Graeve · Executive Director, Mutual of Omaha Foundation Newsroom Contact Us Access Your AccountWhy this person: Executive director: runs the plan or the office
- Juan Prieto Munoz · Head of Alternative InvestmentWhy this person: Head of Alternative Investment at the firm
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
People
- Gail Graeve Executive Director, Mutual of Omaha Foundation Newsroom Contact Us Access Your AccountOther
- Juan Prieto Munoz Head of Alternative InvestmentTrustee
- Nancy Crawford General CounselTrustee
+1 more person on the investment staff and board
Every name, title and published role at this allocator, with the page it was read from.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Manager roster
- Kline Hill Partners LP7 rows, latest Dec 31, 2024
- Truebridge Capital Partners3 rows, latest Dec 31, 2024
- Core Industrial Partners, LLC3 rows, latest Dec 31, 2024
+18 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 Dec 31, 2024 | Linden Capital Partners V-A LP *** 95MSC3MA0 | Linden Capital Partners | Private equity | $441,711 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | Whale Rock Flagship Fund ***97MSCHX21 | Whale Rock Capital Management LLC | Private equity | n/a | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | Kline Hill Partner Solution Off Fund ***95MSC34P7 | Kline Hill Partners LP | Private equity | $1.1M held | Disclosed holding | apps.irs.gov |
+75 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, allocation policy.
Mutual of Omaha 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…
Mutual of Omaha Foundation sits on 18 traced paths of capital across the graphs.
DFX traced 18 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
+23 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.