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.
Charles T Bauer Charitable Foundation: what the board decided
Read from the boards’ own minutes and meeting packets, each row with the stance the minutes give it. Approved is a vote or a commitment reported as made under delegated authority; recommended is staff or the consultant asking, with no vote in the record; proposed is an item presented for consideration. Every row carries the sentence that says so. A re-up prospect is arithmetic on the tape: the allocator holds Fund N, the manager has Fund N+1 open, and no commitment to it is on the graph; it is labelled an inference and says nothing about intent.
Same manager, same series and name stem, the next number (or a later vintage), open now on the venture or private equity graph, and no commitment to it on this graph. Dated at the successor’s first Form D sale when there is one. A row retires by itself when a commitment to the successor lands.
- Apr 29, 2026Re-up prospectinferenceCharles T Bauer Charitable Foundation holds Brown Advisory Private Equity Partners 11 (Q), LLLP; the manager is raising: Brown Advisory Private Equity Partners 14 (Q), LLLP (fundraising, Form D first sale 2026-04-29); no commitment to it on the graph; 2 fund(s) of the series between them not held eitherwith Brown Advisory Investment Solutions Group LLCno URL