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AllocatorsAllocatorfoundation100m-1b

The Lozier Foundation

Allocators

Omaha, NE

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:18c5f2f5-7826-4769-87e8-78c8baa7884d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

The Lozier Foundation

Family foundation · shared ein

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $437Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 13with an amount; holdings are counted apart
Managers: 2
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 1
EIN: 943027928

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
PERTERRA INTERNATIONAL EQUITY PORT LP	n/a	Public equity	$17.3M	Dec 31, 2024	commingled	Irs 990
AUDAX SENIOR LOAN FUND OFFSHOR	n/a	Private credit	$10.8M	Dec 31, 2024	commingled	Irs 990
PACIFIC STREET FUND V LP	Twin Bridge Capital Partners, LLC	Private equity	$5.1M	Dec 31, 2024	commingled	Irs 990
PRIVATE EQUITY PORTFOLIO TE 2022 LP	n/a	Private equity	$4.8M	Dec 31, 2024	commingled	Irs 990
REAL ASSETS PORTFOLIO TE 2022 LP	n/a	Real assets	$4.6M	Dec 31, 2024	commingled	Irs 990
REAL ASSETS PORTFOLIO TE 2023 LP	n/a	Real assets	$3.6M	Dec 31, 2024	commingled	Irs 990
REAL ASSETS PORTFOLIO TE 2024 LP	n/a	Real assets	$3.4M	Dec 31, 2024	commingled	Irs 990
MCCARTHY CAPITAL FUND VIII LP	Mccarthy Capital	Private equity	$3.3M	Dec 31, 2024	commingled	Irs 990
VENTURE CAPITAL PORTFOLIO TE 2022 LP	n/a	venture	$3.2M	Dec 31, 2024	commingled	Irs 990
TWIN BRIDGE TITAN FUND LP	Twin Bridge Capital Partners, LLC	Private equity	$2.7M	Dec 31, 2024	commingled	Irs 990
VENTURE CAPITAL PORTFOLIO TE 2023 LP	n/a	venture	$1.5M	Dec 31, 2024	commingled	Irs 990
PROVEN VENTURE FUND ONE LP	n/a	venture	$581,906	Dec 31, 2024	commingled	Irs 990
PRIVATE EQUITY PORTFOLIO TE 2023 LP	n/a	Private equity	$551,058	Dec 31, 2024	commingled	Irs 990

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Twin Bridge Capital Partners, LLC	n/a	n/a	n/a	yes	fact
Mccarthy Capital	n/a	n/a	n/a	yes	fact

People

investment staff and board roles as the plan's own site or report names them; Form 5500 fiduciary signers are never published

Person	Title	Role	Asset class	Current	From	Source
Dianne S Lozier	EXEC DIRECTOR/TRUSTEE	Executive director	n/a	yes	n/a	Irs 990

Relationships

Manages for (2)

← Twin Bridge Capital Partners, LLCManager with allocator capital
factForm 990
← Mccarthy CapitalManager with allocator capital
factForm 990

Lp of (3)

→ Pacific Street Fund V, LPVehicle with allocator capital
factForm 990
→ Twin Bridge Titan Fund, L.P.Vehicle with allocator capital
factForm 990
→ Mccarthy Capital Fund Viii, L.P.Vehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:18c5f2f5-7826-4769-87e8-78c8baa7884d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

The Lozier Foundation

Allocators

Omaha, NE

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:18c5f2f5-7826-4769-87e8-78c8baa7884d

Vehicle

Manager

Bucket

Value

As of

Kind

Source

PERTERRA INTERNATIONAL EQUITY PORT LP

n/a

Public equity

$17.3M

Dec 31, 2024

commingled

Irs 990

AUDAX SENIOR LOAN FUND OFFSHOR

n/a

Private credit

$10.8M

Dec 31, 2024

commingled

Irs 990

PACIFIC STREET FUND V LP

Twin Bridge Capital Partners, LLC

Private equity

$5.1M

Dec 31, 2024

commingled

Irs 990

PRIVATE EQUITY PORTFOLIO TE 2022 LP

n/a

Private equity

$4.8M

Dec 31, 2024

commingled

Irs 990

REAL ASSETS PORTFOLIO TE 2022 LP

n/a

Real assets

$4.6M

Dec 31, 2024

commingled

Irs 990

REAL ASSETS PORTFOLIO TE 2023 LP

n/a

Real assets

$3.6M

Dec 31, 2024

commingled

Irs 990

REAL ASSETS PORTFOLIO TE 2024 LP

n/a

Real assets

$3.4M

Dec 31, 2024

commingled

Irs 990

MCCARTHY CAPITAL FUND VIII LP

Mccarthy Capital

Private equity

$3.3M

Dec 31, 2024

commingled

Irs 990

VENTURE CAPITAL PORTFOLIO TE 2022 LP

n/a

venture

$3.2M

Dec 31, 2024

commingled

Irs 990

TWIN BRIDGE TITAN FUND LP

Twin Bridge Capital Partners, LLC

Private equity

$2.7M

Dec 31, 2024

commingled

Irs 990

VENTURE CAPITAL PORTFOLIO TE 2023 LP

n/a

venture

$1.5M

Dec 31, 2024

commingled

Irs 990

PROVEN VENTURE FUND ONE LP

n/a

venture

$581,906

Dec 31, 2024

commingled

Irs 990

PRIVATE EQUITY PORTFOLIO TE 2023 LP

n/a

Private equity

$551,058

Dec 31, 2024

commingled

Irs 990

Manager

Mandate

From

Current

Evidence

Twin Bridge Capital Partners, LLC

n/a

yes

fact

Mccarthy Capital

n/a

yes

fact

Person

Title

Role

Asset class

Current

From

Source

Dianne S Lozier

EXEC DIRECTOR/TRUSTEE

Executive director

n/a

yes

n/a

Irs 990