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

The Paul and Phyllis Fireman Charitable Foundation

FoundationWaltham, MA
Assets
$179M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
no policy read
Commitments
73
5 managers on Schedule C
Allocation policy
No allocation policy has been read for this allocator yet. Public systems get theirs from the ACFR; corporate plans from the sponsor’s 10-K; plans from Schedule H lines.
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
5 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
73 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024WINDROSE - ECF XI LLCWindrose Advisors LLCPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE EQUITY FUND V LLCWindrose Advisors LLCPrivate equity$5.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - SC II LLCWindrose Advisors LLCPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE EQUITY FUND XI LLCWindrose Advisors LLCPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE EQUITY FUND XII LLCWindrose Advisors LLCPrivate equity$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - KENNEDY LEWIS LLCWindrose Advisors LLCPrivate equity$395,597 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE EQUITY FUND VIII, LLCWindrose Advisors LLCPrivate equity$6.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - ANR III FUND LLCWindrose Advisors LLCPrivate equity$918,620 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FCA BERKSHIRE, LLCWindrose Advisors LLCPrivate equity$240,776 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - VWH FUND LLCWindrose Advisors LLCPrivate equity$899,192 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE EQUITY FUND VII, LLCWindrose Advisors LLCPrivate equity$10.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024AG SUPER FUND LPAG SuperPrivate equity$23,614 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ALTIMETER PARTNERS FUND LPAltimeterPrivate equity$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CAI HEDGE FUND (SKYBRIDGE)CAI HedgeHedge / diversifiers$164,009 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CARMEL PARTNERS INVESTMENT FUND V, LPCarmel InvestmentPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CARMEL PARTNERS INVESTMENT FUND VII, L.P.Carmel InvestmentPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CENTERBRIDGE CREDIT PARTNERS TE LPCenterbridge Credit TePrivate credit$662,760 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P.Centerbridge Real EstateReal estate$1.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CHARLES RIVER INSTITUTIONAL FUND II LPCharles RiverPrivate equity$2.8M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CHARLES RIVER INSTITUTIONAL FUND III LPCharles RiverPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CHARLES RIVER REALTY FUND IV LPCharles River RealtyReal estate$571,440 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CROSSHARBOR INSTITUTIONAL PARTNERS 2018, L.P.Crossharbor 2018Private equity$460,185 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DOMAIN ENVIRONMENTAL INVESTMENTS II, LPDomain Environmental InvestmentsPrivate equity$332,592 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024DOMAIN TIMBER INVESTMENTS III, LPDomain Timber InvestmentsNatural resources$829,866 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ND BURLINGTON SOUTH AVENUE LLCND Burlington South AvenuePrivate equity$4.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PATHWAY RN CO-INVESTMENT FUNDPathway Rn InvestmentPrivate equity$124,412 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SANDALWOOD CREDIT OPPORTUNITIESSandalwood CreditPrivate credit$10.5M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA GLOBAL EQUITY FUND LLCWA Global EquityPublic equity$9.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - ADVENT VII, LLCWindrose Advisors LLCPrivate equity$106,211 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SHASTA VENTURES IV, LPShasta VenturesPrivate equity$473,400 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024TURNING ROCK FUND I LPTurning Rock Partners, L.P.Private equity$185,240 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE EQUITY FUND IX, LLCWindrose Advisors LLCPrivate equity$7.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA-ARES LLCWindrose Advisors LLCPrivate equity$402,250 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE EQUITY FUND VI LLCWindrose Advisors LLCPrivate equity$10.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - ANR FUND LLCWindrose Advisors LLCPrivate equity$318,007 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - AC VI LLCWindrose Advisors LLCPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024SHASTA VENTURES III, LPShasta VenturesPrivate equity$490,926 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - ENERGY FUND IV LLCWindrose Advisors LLCNatural resources$2.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - IVP XV LLCWindrose Advisors LLCPrivate equity$1.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - MEP IV LLCWindrose Advisors LLCPrivate equity$319,245 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - AV LLCWindrose Advisors LLCPrivate equity$4.3M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - MCP IV LLCWindrose Advisors LLCPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - LATERAL LLCWindrose Advisors LLCPrivate equity$1.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - IVP XIV LLCWindrose Advisors LLCPrivate equity$595,287 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - ND MIDTOWN LLCWindrose Nd MidtownPrivate equity$1.7M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - RREF II LLCWindrose RrefPrivate equity$655,117 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE OPPORTUNITIES FUND (VIRGINIAN)WindrosePrivate equity$366,086 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ND UNICORN LLCND UnicornPrivate equity$401,738 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA OPPORTUNITIES FUND LLC (EXABEAM)WA Opportunities Fund LLC (exabeam)Private equity$205,563 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024FIRST BOSTON BRIDGE LENDING POOL IV LLCFirst Boston Bridge Lending PoolPrivate equity$1.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE EQUITY FUND X LLCWindrose Advisors LLCPrivate equity$2.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - OVP IV LLCWindrose Advisors LLCPrivate equity$562,371 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE WRPV XIV LLCWindrose Advisors LLCPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE WRPV XIII LLCWindrose Advisors LLCPrivate equity$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - TB IV LLCWindrose Advisors LLCPrivate equity$657,301 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE - XPE VI LLCWindrose Advisors LLCPrivate equity$139,291 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024BALTER INVENOMIC FUNDBalter InvenomicPrivate equity$955,853 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CARMEL PARTNERS INVESTMENT FUND VIII, LPCarmel InvestmentPrivate equity$1.4M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024VWH OFFSHORE FUND III, LPVwhPrivate equity$558,620 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PRIME STORAGE FUND III-R LPPrime StoragePrivate equity$890,654 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WINDROSE WRPV XV LLCWindrose WrpvPrivate equity$521,316 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CARRONADE CAPITAL OFFSHORE LPCarronade CapitalPrivate equity$1.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CAIUS CAPITAL DOMESTIC FUND LPCaius CapitalPrivate equity$279,931 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ND HUDSON LLCND HudsonPrivate equity$750,000 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PNR V LLCWA PnrPrivate equity$509,025 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024PCOF IV LPPcofPrivate equity$729,587 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024MARLIN HERITAGE LPMarlin Equity PartnersPrivate equity$168,673 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024EDISON PARTNERS XEdison Partners Management, LLCPrivate equity$788,547 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE CREDIT FUND IV LLCWindrose Advisors LLCPrivate credit$1.1M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024KENNEDY LEWIS CAPITAL COMPANYKennedy Lewis Capital CompanyPrivate equity$1.0M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE CREDIT FUND V LLCWA Private CreditPrivate credit$78,762 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024WA PRIVATE REAL ESTATE VIII LLCWA Private Real EstateReal estate$120,000 heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024CARMEL PARTNERS INVESTMENT FUND IX, LPCarmel InvestmentPrivate equity$336,307 heldDisclosed holdingapps.irs.gov
Size and funding
3 readings
Total assets
$179M Dec 31, 2024 reported IRS 990
$179M (2024-12)
Income
$2.0M Dec 31, 2024 reported IRS BMF
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN 222677986
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 15, 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.