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AllocatorsAllocatorfoundation100m-1b

MAX M & Marjorie S Fisher Foundation Inc

Allocators

Southfield, MI

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:1ffddd33-5cd6-4520-b204-66090b6669db

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
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

MAX M & Marjorie S Fisher Foundation Inc

Family foundation · shared ein

Facts

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

Total assets: $280Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 72with an amount; holdings are counted apart
Managers: 10
Funds: 9
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 1
EIN: 381784340

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; showing 25 of 72

Vehicle	Manager	Bucket	Value	As of	Kind	Source
FDTN NB SUSTAINABLE RESEARCH OPPORTUNITIES	n/a	Private equity	$32.9M	Dec 31, 2024	commingled	Irs 990
NB SELECT OPPORTUNITIES FUND V	n/a	Private equity	$8.8M	Dec 31, 2024	commingled	Irs 990
THOMA BRAVO FUND XIII	Thoma Bravo	Private equity	$7.6M	Dec 31, 2024	commingled	Irs 990
NB CREDIT OPP II CAYMAN FEEDER	n/a	Private credit	$7.3M	Dec 31, 2024	commingled	Irs 990
TFG CHERRY LAKE FUND	n/a	Private equity	$6.6M	Dec 31, 2024	commingled	Irs 990
FDTN NB INTERNATIONAL EQUITY ADR	n/a	Public equity	$6.3M	Dec 31, 2024	commingled	Irs 990
ETHOS CAPITAL INVESTMENTS A	Ethos Capital LP	Private equity	$6.2M	Dec 31, 2024	commingled	Irs 990
THOMA BRAVO FUND XV-A	Thoma Bravo	Private equity	$6.1M	Dec 31, 2024	commingled	Irs 990
ACADIAN EMERGING MARKETS SMALL CAP EQUITY	n/a	Public equity	$6.0M	Dec 31, 2024	commingled	Irs 990
FDTN KAYNE ANDERSON SMALL CAP GROWTH	n/a	Public equity	$5.7M	Dec 31, 2024	commingled	Irs 990
FDTN WCM INTERNATIONAL FOCUSED GROWTH	n/a	Private equity	$5.1M	Dec 31, 2024	commingled	Irs 990
TFG PONT SK 2019 FUND	n/a	Private equity	$4.8M	Dec 31, 2024	commingled	Irs 990
TFG BRAVO XIV 2020 FUND	n/a	Private equity	$4.6M	Dec 31, 2024	commingled	Irs 990
TFG AXIOS V 2018 FUND	n/a	Private equity	$4.4M	Dec 31, 2024	commingled	Irs 990
TFG ARTEMIS IX 2017 FUND	n/a	Private equity	$4.2M	Dec 31, 2024	commingled	Irs 990
FDTN CLARKSTON SMALL CAPITAL QUALITY VALUE	n/a	Private equity	$3.7M	Dec 31, 2024	commingled	Irs 990
TFG VISTA 2014 FUND	n/a	Private equity	$3.6M	Dec 31, 2024	commingled	Irs 990
TFG PAM V 2020 FUND	n/a	Private equity	$3.1M	Dec 31, 2024	commingled	Irs 990
TFG VISTA VI 2016 FUND	n/a	Private equity	$2.9M	Dec 31, 2024	commingled	Irs 990
TFG ELAB II 2017 FUND	n/a	Private equity	$2.9M	Dec 31, 2024	commingled	Irs 990
FPA APARTMENT OPPORTUNITY FUND VII	n/a	Private equity	$2.6M	Dec 31, 2024	commingled	Irs 990
TFG HURON 2016 FUND	n/a	Private equity	$2.5M	Dec 31, 2024	commingled	Irs 990
ALMANAC REALTY SECURITIES IX	NB Alternatives Advisers, LLC	Real estate	$2.4M	Dec 31, 2024	commingled	Irs 990
AXIOM EMERGING MARKETS EQUITY	n/a	Public equity	$2.4M	Dec 31, 2024	commingled	Irs 990
TFG ARA III 2013 FUND	n/a	Private equity	$2.3M	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
Thoma Bravo	n/a	Dec 31, 2024	n/a	yes	fact
Illumen Capital Management, LLC	n/a	Dec 31, 2024	n/a	yes	fact
Blackstone	n/a	Dec 31, 2024	n/a	yes	fact
Detroit Venture Partners LP	n/a	Dec 31, 2024	n/a	yes	fact
Stone Point Capital LLC	n/a	n/a	n/a	yes	fact
Ethos Capital LP	n/a	n/a	n/a	yes	fact
Prairie Capital	n/a	n/a	n/a	yes	fact
NB Alternatives Advisers, LLC	n/a	n/a	n/a	yes	fact
NEW Mountain Capital, LLC	n/a	n/a	n/a	yes	fact
Pico Management Company Ltd.	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
Douglas Bitonti Stewart	EXECUTIVE DIRECTOR	Executive director	n/a	yes	n/a	Irs 990

Relationships

Manages for (10)

← Thoma BravoManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Illumen Capital Management, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← BlackstoneManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Detroit Venture Partners LPManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Stone Point Capital LLCManager with allocator capital
factForm 990
← Ethos Capital LPManager with allocator capital
factForm 990
← Prairie CapitalManager with allocator capital
factForm 990
← NB Alternatives Advisers, LLCManager with allocator capital
factForm 990
← NEW Mountain Capital, LLCManager with allocator capital
factForm 990
← Pico Management Company Ltd.Manager with allocator capital
factForm 990

Lp of (9)

→ Thoma Bravo Fund Xv-A, L.P.Vehicle with allocator capital
factForm 990
→ Trident V, L.P.Vehicle with allocator capital
factForm 990
→ Thoma Bravo Fund Xiii, L.P.Vehicle with allocator capital
factForm 990
→ Kinderhook Capital Fund Iv-B, L.P.Vehicle with allocator capital
factForm 990
→ Almanac Realty Securities Ix, L.P.Vehicle with allocator capital
factForm 990
→ NEW Mountain Partners III, L.P.Vehicle with allocator capital
factForm 990
→ Pico Venture Partners III, LPVehicle with allocator capital
factForm 990
→ Prairie Capital V L.P.Vehicle with allocator capital
factForm 990
→ Ethos Capital Investments a LPVehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:1ffddd33-5cd6-4520-b204-66090b6669db
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

MAX M & Marjorie S Fisher Foundation Inc

Allocators

Southfield, MI

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:1ffddd33-5cd6-4520-b204-66090b6669db

Vehicle

Manager

Bucket

Value

As of

Kind

Source

FDTN NB SUSTAINABLE RESEARCH OPPORTUNITIES

n/a

Private equity

$32.9M

Dec 31, 2024

commingled

Irs 990

NB SELECT OPPORTUNITIES FUND V

n/a

Private equity

$8.8M

Dec 31, 2024

commingled

Irs 990

THOMA BRAVO FUND XIII

Thoma Bravo

Private equity

$7.6M

Dec 31, 2024

commingled

Irs 990

NB CREDIT OPP II CAYMAN FEEDER

n/a

Private credit

$7.3M

Dec 31, 2024

commingled

Irs 990

TFG CHERRY LAKE FUND

n/a

Private equity

$6.6M

Dec 31, 2024

commingled

Irs 990

FDTN NB INTERNATIONAL EQUITY ADR

n/a

Public equity

$6.3M

Dec 31, 2024

commingled

Irs 990

ETHOS CAPITAL INVESTMENTS A

Ethos Capital LP

Private equity

$6.2M

Dec 31, 2024

commingled

Irs 990

THOMA BRAVO FUND XV-A

Thoma Bravo

Private equity

$6.1M

Dec 31, 2024

commingled

Irs 990

ACADIAN EMERGING MARKETS SMALL CAP EQUITY

n/a

Public equity

$6.0M

Dec 31, 2024

commingled

Irs 990

FDTN KAYNE ANDERSON SMALL CAP GROWTH

n/a

Public equity

$5.7M

Dec 31, 2024

commingled

Irs 990

FDTN WCM INTERNATIONAL FOCUSED GROWTH

n/a

Private equity

$5.1M

Dec 31, 2024

commingled

Irs 990

TFG PONT SK 2019 FUND

n/a

Private equity

$4.8M

Dec 31, 2024

commingled

Irs 990

TFG BRAVO XIV 2020 FUND

n/a

Private equity

$4.6M

Dec 31, 2024

commingled

Irs 990

TFG AXIOS V 2018 FUND

n/a

Private equity

$4.4M

Dec 31, 2024

commingled

Irs 990

TFG ARTEMIS IX 2017 FUND

n/a

Private equity

$4.2M

Dec 31, 2024

commingled

Irs 990

FDTN CLARKSTON SMALL CAPITAL QUALITY VALUE

n/a

Private equity

$3.7M

Dec 31, 2024

commingled

Irs 990

TFG VISTA 2014 FUND

n/a

Private equity

$3.6M

Dec 31, 2024

commingled

Irs 990

TFG PAM V 2020 FUND

n/a

Private equity

$3.1M

Dec 31, 2024

commingled

Irs 990

TFG VISTA VI 2016 FUND

n/a

Private equity

$2.9M

Dec 31, 2024

commingled

Irs 990

TFG ELAB II 2017 FUND

n/a

Private equity

$2.9M

Dec 31, 2024

commingled

Irs 990

FPA APARTMENT OPPORTUNITY FUND VII

n/a

Private equity

$2.6M

Dec 31, 2024

commingled

Irs 990

TFG HURON 2016 FUND

n/a

Private equity

$2.5M

Dec 31, 2024

commingled

Irs 990

ALMANAC REALTY SECURITIES IX

NB Alternatives Advisers, LLC

Real estate

$2.4M

Dec 31, 2024

commingled

Irs 990

AXIOM EMERGING MARKETS EQUITY

n/a

Public equity

$2.4M

Dec 31, 2024

commingled

Irs 990

TFG ARA III 2013 FUND

n/a

Private equity

$2.3M

Dec 31, 2024

commingled

Irs 990

Manager

Mandate

From

Current

Evidence

Thoma Bravo

n/a

Dec 31, 2024

n/a

yes

fact

Illumen Capital Management, LLC

n/a

Dec 31, 2024

n/a

yes

fact

Blackstone

n/a

Dec 31, 2024

n/a

yes

fact

Detroit Venture Partners LP

n/a

Dec 31, 2024

n/a

yes

fact

Stone Point Capital LLC

n/a

yes

fact

Ethos Capital LP

n/a

yes

fact

Prairie Capital

n/a

yes

fact

NB Alternatives Advisers, LLC

n/a

yes

fact

NEW Mountain Capital, LLC

n/a

yes

fact

Pico Management Company Ltd.

n/a

yes

fact

Person

Title

Role

Asset class

Current

From

Source

Douglas Bitonti Stewart

EXECUTIVE DIRECTOR

Executive director

n/a

yes

n/a

Irs 990