The Hearthland Foundation
Foundation, based in LOS Angeles, California, reporting $624M 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.
2 more managers and 8 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- CARBON DIRECT FUND II AIV I LP1 commitment
- SRA PRIVATE EQUITY PORTFOLIO V1 commitment
- SRA PRIVATE EQUITY PORTFOLIO IV1 commitment
- Summit Rock Advisors, LP3 commitments
- Carbon Direct Capital Management LLC2 commitments
- Marcypen Capital Partners LLC1 commitment
Relationship network
16 connected entities11 observed commitments2 repeat counterparties6 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
›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 954016320ShowHide
Consultants and advisers
People
Manager roster
- Summit Rock Advisors, LP3 rows, latest Dec 31, 2024
- Carbon Direct Capital Management LLC2 rows, latest Dec 31, 2024
- Marcypen Capital Partners LLC1 row, latest Dec 31, 2024
+2 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 | CARBON DIRECT FUND II AIV I LP | Carbon Direct Capital Management LLC | Private equity | $53,125 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | MARCYPEN OPPORTUNITIES FUND II-B LP | Marcypen Capital Partners LLC | Private equity | $822,611 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | SRA PRIVATE EQUITY PORTFOLIO V | Summit Rock Advisors, LP | Private equity | $21.4M held | 2022 | Disclosed holding | apps.irs.gov |
+8 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.
The Hearthland 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…
The Hearthland Foundation sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.