Waverley Street Foundation
Foundation, based in Palo Alto, California, reporting $3.3B 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 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.
People to know
View all people- Director, Impact InvestingWhy: Named with investment responsibilityNo route on file yet
Capital path
who backs this record, through what, into what; each name opens its own path- Peter KellyDirector, Impact Investing
- Emiliano MartinezGeneral Counsel
- Jagadha SivanChief Operating Officer
- EMBER INFRASTRUCTURE FUND I-A1 commitment
- ECOFIN CLIMATE CHAMPIONS FUND1 commitment
- MEADOWLARK LANDS I LP1 commitment
- Ember Infrastructure1 commitment
Relationship network
16 connected entities11 observed commitments3 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 813242506ShowHide
Consultants and advisers
Decision makers
Who else at this allocator · 2 people, grouped by function
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
- Peter Kelly Director, Impact InvestingInvestment officer
- Emiliano Martinez General CounselOther
- Jagadha Sivan Chief Operating OfficerOther
+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
- Ember Infrastructure1 row, latest Dec 31, 2024
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | EMBER INFRASTRUCTURE FUND I-A | Ember Infrastructure | Infrastructure | $47.9M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | ECOFIN CLIMATE CHAMPIONS FUND | Ecofin Climate Champions | Private equity | $94.5M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | OHA DELAWARE CUSTOMIZED CREDIT | OHA Delaware Customized Credit | Private credit | $741M held | 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.
Waverley Street 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…
Waverley Street Foundation sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.