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

Surdna Foundation Inc

FoundationNew York, NY
Assets
$1.2B
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
217
66 managers on Schedule C
Allocation policy
IRS 990, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • TECHNOLOGY IMPACT FUND II, LP $1.2M
  • TECHNOLOGY IMPACT FUND LP $6.6M
  • TECHNOLOGY IMPACT GROWTH FUND II, LP $1.2M
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
No investment staff or executives have been read for this allocator yet.
Manager roster
63 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
217 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025BASE10 PARTNERS III, LPBase10 Partners Management LLCPrivate equity$2.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MONOMOY CAPITAL PARTNERS AIV III, LPMonomoy Capital Management, L.P.Private equity$1.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025GRAIN COMMUNICATIONS OPPORTUNITY FUND II, LPGrain Management, LLCPrivate equity$10.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025GENERAL CATALYST GROUP VII, LPGeneral CatalystPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CONGRUENT CONTINUITY FUND I, LPCongruent Management, LLCPrivate equity$385,326 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025BAIN CAPITAL EUROPE FUND III, LPBain Capital Private Equity, LPPrivate equity$5,971 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SLAUSON & CO. FUND II, LPSlauson & Co. Management, L.L.C.Private equity$478,662 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CHERRYROCK CAPITAL FUND I, LPCherryrock CapitalPrivate equity$412,855 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MUCKER V, LPMuckerlab, LLCPrivate equity$3.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025APOLLO EUROPEAN PRINCIPAL FINANCE FUND II (DOLLAR B), LPApollo Capital Management L.P.Private equity$69,149 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PVP FUND III, LPPrimary VenturesPrivate equity$6.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025BASE10 ADVANCEMENT INITIATIVE II, L.P.Base10 Partners Management LLCPrivate equityn/aDisclosed holdingapps.irs.gov
as of Jun 30, 2025RRG SUSTAINABLE WATER IMPACT FUND, LPRRG Capital Management LLCPrivate equity$2.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025LUMINATE CAPITAL PARTNERS III LPLuminate Capital PartnersPrivate equity$5.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025GENERAL CATALYST GROUP VIII, LPGeneral CatalystPrivate equity$5.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025RIVERSIDE CAPITAL APPRECIATION FUND V, LPThe Riverside CompanyPrivate equityn/aDisclosed holdingapps.irs.gov
as of Jun 30, 2025ABRY PARTNERS VIII, LPAbry Partners II, LLCPrivate equity$997,487 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MUCKER PRE-SEED VII, LPMucker Pre SeedPrivate equity$288,748 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ABRY SENIOR EQUITY V, LPAbry Partners II, LLCPublic equity$4.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025G2VP I, LLCG2vp, LLCPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ENCAP FLATROCK MIDSTREAM FUND II LPEncap Investments LPPrivate equity$393,058 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ARTIMAN VENTURES SPECIAL OPPORTUNITIES FUND, LPArtiman VenturesPrivate equity$1 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CONGRUENT VENTURES II, LPCongruent Management, LLCPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ASIA ALTERNATIVES DELAWARE IV, LPAsia Alternatives Management LLCPrivate equity$299,155 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025OBVIOUS VENTURES IV, LPObvious VenturesPrivate equity$1.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025DIVERSIS CAPITAL PARTNERS I LPDiversis Capital Management, L.P.Private equity$9.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ICON VENTURES VI, LPIcon Management Associates VI, LLCPrivate equity$5.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025BLACKHORN VENTURES INDUSTRIAL IMPACT FUND LPBlackhorn Ventures Management, LLCPrivate equity$857,587 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SJF VENTURES V, LPSJF Management LLCPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MATERIAL IMPACT FUND I LPMaterial Impact Management, LLCPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SUSTAINABLE ASSET FUND III, LPVision Ridge Partners, LLCPrivate equity$3.3M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025VENROCK ASSOCIATES VIII, LPVR Management, LLCPrivate equity$4.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MAYFAIR EQUITY PARTNERS III LPMayfair Equity Partners LLPPublic equity$1.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PEAKSPAN CAPITAL GROWTH PARTNERS II, LPPeakspan Capital Management, LLCPrivate equity$5.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025DBL PARTNERS III LPDBL PartnersPrivate equity$9.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025DIVERSIS CAPITAL PARTNERS II-A, LPDiversis Capital Management, L.P.Private equity$5.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025BETTER VENTURES FUND III, LPBetter Ventures Central LLCPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025NORTH BRIDGE GROWTH EQUITY II, LPGuidepost Growth Equity Management Company, L.P.Venture$3.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ABRY SENIOR EQUITY IIIAbry Partners, LLCPublic equityn/aDisclosed holdingapps.irs.gov
as of Jun 30, 2025LONE STAR FUND X US LPLone Star USPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ABRY PARTNERS VII LPAbry Partners II, LLCPrivate equity$349,548 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ABRY SENIOR EQUITY IVAbry Partners II, LLCPublic equity$276,979 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025EQUAL VENTURES 1, LPEqual VenturesPrivate equity$5.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025EQUAL VENTURES 2, LPEqual VenturesPrivate equity$1 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025FIRSTMARK CAPITAL IV LPFirstmark Capital, LLCPrivate equity$7.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025FELICIS VENTURES IX, LPFelicis VenturesPrivate equity$2.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025EUROPA FUND IIIEuropaPrivate equity$248 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025WESTBROOK RE FUND IXWestbrook RePrivate equity$198,830 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SANKATY CREDIT OPPORTUNITIES (OFFSHORE) IV, LPSankaty CreditPrivate credit$3,696 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PVP FUND II, LPPrimary VenturesPrivate equity$9.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025RETHINK IMPACT III, LPRethink Capital Partners, LLCPrivate equity$95,071 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025RETHINK IMPACT II LPRethink Capital Partners, LLCPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PVP FUND IV LPPrimary VenturesPrivate equity$3.3M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF SILCHESTER INTL VALUE EQUITY EXCLUSION TRUSTCF Silchester Intl Value Equity ExclusionPublic equity$28.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF REDWOOD OFFSHORE FUND LTD CL AII NRCF Redwood Cl Aii NrPrivate equity$16.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF SDP FLAGSHIP OFFSHORE FND LTDCF Sdp Flagship FndPrivate equity$24.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF COATUE OFFSHORE LTD CL A SUCF Coatue Cl SuPrivate equity$337,688 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF COATUE OFFSHORE LTD CL ACF Coatue ClPrivate equity$23.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF COATUE OFFSHORE FUND LTD CL LIQCF Coatue Cl LiqPrivate equity$456,394 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025GREENBACKER RENEWABLE ENERGY COMPANY II, LLCGreenbacker Renewable Energy CompanyNatural resources$4.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025FARALLON CAPITAL INSTITUTIONALFarallon CapitalPrivate equity$1 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CIM ENTERPRISE LOAN FUND LPCIM Enterprise LoanPrivate credit$8.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025BAUPOST VALUE PARTNERS IV, LPBaupost ValuePrivate equity$21.3M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF WGI EMERGING MARKETS LLC FDCF Wgi Emerging Markets FdPublic equity$16.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025THE OVERLOOK PARTNERS FUND LPThe OverlookPrivate equity$13.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PALMER SQUARE INCOME PLUS FUND LLCPalmer Square Income PlusFixed income$10.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025GENERATION IM GLOBAL EQUITY FUND LLCGeneration Im Global EquityPublic equity$22.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025TERRA ALPHA GLOBAL EQUITY FUND LPTerra Alpha Global EquityPublic equity$6.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025INCLUSIVE CAPITAL PARTNERS SPRINGInclusive Capital SpringPrivate equity$330,924 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025INCLUSIVE INTERNATIONAL SPRING FUND II, LPInclusive SpringPrivate equity$925,049 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025OWNERSHIP CAPITAL GLOBAL EQUITY (USD) FUND, LPOwnership Capital Global EquityPublic equity$9.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025AKO EUROPEAN LONG-ONLY PARTNERS LPAKO European Long OnlyPrivate equity$18.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025CF HOLOCENE ADVISORS OFFSHORE FUND LTDCF Holocene AdvisorsPrivate equity$18.8M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025AVANATH AFFORDABLE HOUSING IV, LLCAvanath Affordable HousingPrivate equity$6.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025VISTA EQUITY PARTNERS VI-A LPVista EquityPublic equity$3.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025TPG ENDOWMENT FUND VI, LPTPG EndowmentPrivate equity$195,719 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025VISTA FOUNDATION FUND III-A LPVista FoundationPrivate equity$2.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025VISTRIA FUND V LPThe Vistria Group, LPPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SUSTAINABLE ASSET FUND IV, LPVision Ridge Partners, LLCPrivate equity$76,478 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SUSTAINABLE ASSET FUND II, LPVision Ridge Partners, LLCPrivate equity$5.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025VISTA FOUNDATION FUND IV-A, LPVista Equity Partners Management, LLCPrivate equity$4.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025VISTA EQUITY PARTNERS FUND VII LPVista Equity Partners Management, LLCPublic equity$6.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025VENROCK ASSOCIATES IX, LPVR Management, LLCPrivate equity$2.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025TRIDENT AMERICAN DREAMS FUND ITrident Management LLCPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025VENROCK ASSOCIATES X, LPVR Management, LLCPrivate equity$213,585 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SUMMIT PARTNERS VENTURE CAPITAL FUND III-ASummit Venture CapitalVenture$375,553 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SIGMA PRIME PARTNERS IXSigma Prime Ventures, LLCPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SEAE VENTURES II LPSeae Ventures, LLCPrivate equity$271,282 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SJF VENTURES IV LPSJF Management LLCPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SEAE VENTURES I LPSeae Ventures, LLCPrivate equity$1.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025SUMMIT PARTNERS GROWTH EQUITY FUND VIII-ASummit Partners, L.P.Venture$338,342 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025NORTHGATE VENTURE GROWTH I, LPNorthgate Venture GrowthVenture$1.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025NEW ENERGY CAPITAL INFRASTRUCTURE CREDITFUND, LPNEW Energy Capital Infrastructure CreditfundInfrastructure$79 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025NEW ENERGY CAPITAL INFRASTRUCTURE CREDITFUND II LPNEW Energy Capital Infrastructure CreditfundInfrastructure$1.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PEAKSPAN CAPITAL GROWTH PARTNERS I LPPeakspan Capital Management, LLCPrivate equity$3.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PEAKSPAN CAPITAL GROWTH PARTNERS III LPPeakspan Capital Management, LLCPrivate equity$3.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025PEAKSPAN CAPITAL GROWTH PARTNERS IV, LPPeakspan Capital Management, LLCPrivate equity$135,441 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025NORTHGATE PRIVATE EQUITY PARTNERS III, LPNC III, L.L.C.Private equity$538,652 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025NORTHGATE VENTURE PARTNERS III, LPNC III, L.L.C.Venture$1.3M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025OBVIOUS VENTURES III, LPObvious VenturesPrivate equity$3.4M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025OBVIOUS PRIME II, LPObvious VenturesPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MUCKER SELECT, LPMuckerlab, LLCPrivate equity$8.4M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MUCKER EARLY II, LPMucker Early, LLCPrivate equity$3.7M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MORGENTHALER VENTURE PARTNERS IX, LPMorgenthaler Management CorporationVenture$385,048 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MUCKER VI, LPMuckerlab, LLCPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MUCKER SELECT II LPMuckerlab, LLCPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MATERIAL IMPACT FUND III, LPMaterial Impact Management, LLCPrivate equity$307,544 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MATERIAL IMPACT FUND II LPMaterial Impact Management, LLCPrivate equity$908,203 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MUCKER IV, LPMuckerlab, LLCPrivate equity$4.6M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ABRY PARTNERS IX, LPAbry Partners II, LLCPrivate equity$6.1M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MONOMOY CAPITAL PARTNERS IV, LPMonomoy Capital Management, L.P.Private equity$4.5M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025MADRONA VENTURE FUND X, LPMadrona Venture Group, LLCVenture$80,575 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025LSF X U.S. HOLDINGS, LPLsfPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025LONE STAR REAL ESTATE FUND (US), LPLone Star Real EstateReal estate$1 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025LONE STAR FUND VI (US), LPLone StarPrivate equity$23,658 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025LONE STAR FUND V (US), LPLone StarPrivate equity$28,399 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025LONE STAR FUND IV (US), LPLone StarPrivate equity$45,056 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025ICON VENTURES V, LPIcon VenturesPrivate equity$957,899 heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025HIGHLAND CAPITAL PARTNERS VIIIHighland CapitalPrivate equity$2.0M heldDisclosed holdingapps.irs.gov
as of Jun 30, 2025HIGHLAND CAPITAL PARTNERS 9 LPHighland CapitalPrivate equity$993,866 heldDisclosed holdingapps.irs.gov
All 217 rows
Size and funding
3 readings
Total assets
$1.2B Jun 30, 2025 reported IRS 990
$1.2B (2025-06)
Income
$316M Jun 30, 2025 reported IRS BMF
What changed
5 events
  • Sep 16, 2026Re-up prospectreport dateinference
    Surdna Foundation Inc holds PVP FUND IV LP; the manager is raising: PVP Fund V, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
    with Primary Venturesno URL
  • Sep 16, 2026Re-up prospectreport dateinference
    Surdna Foundation Inc holds COSTANOA VENTURES V, LP; the manager is raising: Costanoa Ventures VI, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
    with Costanoa Venturesno URL
  • May 29, 2025Re-up prospectinference
    Surdna Foundation Inc 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 graph
    with Felicis Venturesno URL
  • Dec 27, 2024Re-up prospectinference
    Surdna Foundation Inc holds G2VP II, LLC; the manager is raising: G2vp III, LP (fundraising, Form D first sale 2024-12-27); no commitment to it on the graph
    with G2vp, LLCno URL
  • Mar 30, 2024Re-up prospectreport dateinference
    Surdna Foundation Inc holds MUCKER EARLY II, LP; the manager has a newer fund open: Mucker Early III, L.P. (early deployment, first ADV report 2024-03-30); no commitment to it on the graph
    with Mucker Early, LLCno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 136108163
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.