DFX Intelligence

Data Factory

AllocatorsAllocatorfoundation100m-1b

Newton and Rochelle Beckercharitable Trust

Allocators

Larkspur, CA

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:4f37aa17-4950-43c9-a76c-98e06372b00b

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, 3:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 69
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

Newton and Rochelle Beckercharitable Trust

Family foundation · shared ein

Facts

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

Total assets: $157Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 69with an amount; holdings are counted apart
Managers: 29
Funds: 40
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 0
EIN: 203822168

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 69

Vehicle	Manager	Bucket	Value	As of	Kind	Source
GQG PARTNERS INTERNATIONAL EQUITY FUND	GQG Partners LLC	Public equity	$5.2M	Dec 31, 2024	commingled	Irs 990
DURABLE CAPITAL OFFSHORE FUND LTD.	n/a	Private equity	$3.4M	Dec 31, 2024	commingled	Irs 990
SAMLYN FUNDS- SAMLYN OFFSHORE, LTD	Samlyn Capital, LLC	Private equity	$2.9M	Dec 31, 2024	commingled	Irs 990
HIMALAYA CAPITAL INVESTORS (OFFSHORE) LP	n/a	Private equity	$2.5M	Dec 31, 2024	commingled	Irs 990
ASPEX GLOBAL FUND	n/a	Private equity	$2.4M	Dec 31, 2024	commingled	Irs 990
HUDSON BAY INTERNATIONAL FUND, LTD.	Hudson Bay Capital Management LP	Private equity	$2.4M	Dec 31, 2024	commingled	Irs 990
ITE RAIL FEEDER FUND, LP	n/a	Private equity	$2.1M	Dec 31, 2024	commingled	Irs 990
ISAM SYSTEMATIC TREND MASTER	n/a	Hedge diversifiers	$2.1M	Dec 31, 2024	commingled	Irs 990
CIM ENTERPRISE LOAN FUND LP	n/a	Private credit	$2.1M	Dec 31, 2024	commingled	Irs 990
D1 CAPITAL PARTNERS OFFSHORE LP	n/a	Private equity	$1.8M	Dec 31, 2024	commingled	Irs 990
PEAK ROCK CAPITAL FUND III-A	Peak Rock Capital LLC	Private equity	$1.6M	Dec 31, 2024	commingled	Irs 990
JANCHOR PARTNERS PAN-ASIAN FUND	Janchor Partners	Private equity	$1.5M	Dec 31, 2024	commingled	Irs 990
KHP STRATEGIC 12 LP	Kline Hill Partners LP	Private equity	$1.3M	Dec 31, 2024	commingled	Irs 990
WARREN EQUITY PARTNERS FUND III-A, L.P.	Warren Equity Partners Manager, L.P.	Public equity	$1.2M	Dec 31, 2024	commingled	Irs 990
MATRIX CAPITAL MANAGEMENT FUND (OFFSHORE) LTD.	n/a	Private equity	$1.1M	Dec 31, 2024	commingled	Irs 990
KHP STRATEGIC 7 LP	Kline Hill Partners LP	Private equity	$955,642	Dec 31, 2024	commingled	Irs 990
FORTISSIMO CAPITAL FUND V, L.P.	Fortissimo Capital Management Ltd	Private equity	$857,889	Dec 31, 2024	commingled	Irs 990
FRAZIER LIFE SCIENCES PUBLIC FUND	Frazier Life Sciences Management, LP	Private equity	$857,531	Dec 31, 2024	commingled	Irs 990
LEVEL EQUITY GROWTH PARTNERS V, L.P.	Level Equity	Public equity	$833,229	Dec 31, 2024	commingled	Irs 990
LEVEL EQUITY GROWTH PARTNERS IV, L.P.	Level Equity	Public equity	$827,360	Dec 31, 2024	commingled	Irs 990
HOLLYPORT SECONDARY OPPORTUNITIES VII LP	n/a	Private equity	$818,114	Dec 31, 2024	commingled	Irs 990
KPS SPECIAL SITUATIONS FND V (A), LP	KPS Capital Partners, LP	Private credit	$756,582	Dec 31, 2024	commingled	Irs 990
TELEGRAPH HILL PARTNERS IV, L.P.	Telegraph Hill Partners	Private equity	$726,540	Dec 31, 2024	commingled	Irs 990
WARREN EQUITY PARTNERS IV-A, L.P.	n/a	Public equity	$705,545	Dec 31, 2024	commingled	Irs 990
MANULIFE PE PARTNERS CAYMAN, L.P.	n/a	Private equity	$673,610	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; showing 25 of 29

Manager	Mandate	From	To	Current	Evidence
Sentinel Capital Partners	n/a	Dec 31, 2024	n/a	yes	fact
KPS Capital Partners, LP	n/a	Dec 31, 2024	n/a	yes	fact
Hudson Bay Capital Management LP	n/a	Dec 31, 2024	n/a	yes	fact
Kline Hill Partners LP	n/a	Dec 31, 2024	n/a	yes	fact
Brighton Park Capital	n/a	Dec 31, 2024	n/a	yes	fact
Fortissimo Capital Management Ltd	n/a	Dec 31, 2024	n/a	yes	fact
Janchor Partners	n/a	Dec 31, 2024	n/a	yes	fact
Clipway Limited	n/a	Dec 31, 2024	n/a	yes	fact
Samlyn Capital, LLC	n/a	Dec 31, 2024	n/a	yes	fact
GQG Partners LLC	n/a	Dec 31, 2024	n/a	yes	fact
Peak Rock Capital LLC	n/a	Dec 31, 2024	n/a	yes	fact
JMI Management, L.P.	n/a	Dec 31, 2024	n/a	yes	fact
Eastern Bell Capital II Management Limited	n/a	n/a	n/a	yes	fact
Quan Capital Management, LLC	n/a	n/a	n/a	yes	fact
BLC Advisors, Ltd.	n/a	n/a	n/a	yes	fact
Headline Management VII, LLC	n/a	n/a	n/a	yes	fact
Bd-Capital Partners Management (guernsey) Limited	n/a	n/a	n/a	yes	fact
5am Ventures	n/a	n/a	n/a	yes	fact
Frazier Life Sciences Management, LP	n/a	n/a	n/a	yes	fact
Telegraph Hill Partners	n/a	n/a	n/a	yes	fact
Obvious Ventures	n/a	n/a	n/a	yes	fact
Ensemble Vc Management, LLC	n/a	n/a	n/a	yes	fact
Fika Management LLC	n/a	n/a	n/a	yes	fact
Level Equity	n/a	n/a	n/a	yes	fact
Warren Equity Partners Manager, L.P.	n/a	n/a	n/a	yes	fact

Relationships

Manages for (29)

← Sentinel Capital PartnersManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← KPS Capital Partners, LPManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← GQG Partners LLCInvestment consultant
Dec 31, 2024 to presentfactForm 990
← Peak Rock Capital LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← JMI Management, L.P.Manager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Fortissimo Capital Management LtdManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Janchor PartnersManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Clipway LimitedManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Samlyn Capital, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Hudson Bay Capital Management LPManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Kline Hill Partners LPManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Brighton Park CapitalManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Eastern Bell Capital II Management LimitedManager with allocator capital
factForm 990
← Quan Capital Management, LLCManager with allocator capital
factForm 990
← BLC Advisors, Ltd.Manager with allocator capital
factForm 990
← Headline Management VII, LLCManager with allocator capital
factForm 990
← Bd-Capital Partners Management (guernsey) LimitedManager with allocator capital
factForm 990
← 5am VenturesManager with allocator capital
factForm 990
← Frazier Life Sciences Management, LPManager with allocator capital
factForm 990
← Telegraph Hill PartnersManager with allocator capital
factForm 990
← Obvious VenturesManager with allocator capital
factForm 990
← Ensemble Vc Management, LLCManager with allocator capital
factForm 990
← Fika Management LLCManager with allocator capital
factForm 990
← Level EquityManager with allocator capital
factForm 990
← Warren Equity Partners Manager, L.P.Manager with allocator capital
factForm 990
← DW Healthcare PartnersManager with allocator capital
factForm 990
← Atalaya Capital Management LPManager with allocator capital
factForm 990
← Portfolio Advisors LLCManager with allocator capital
factForm 990
← Fortissimo Capital Management LtdManager with allocator capital
factForm 990

Lp of (40)

→ Eastern Bell Capital Fund II, L.P.Vehicle with allocator capital
factForm 990
→ Frazier Life Sciences Xi, L.P.Vehicle with allocator capital
factForm 990
→ Telegraph Hill Partners V, L.P.Vehicle with allocator capital
factForm 990
→ Telegraph Hill Partners III, L.P.Vehicle with allocator capital
factForm 990
→ Obvious Prime II, L.P.Vehicle with allocator capital
factForm 990
→ Brighton Park Capital Fund Ii-A, L.P.Vehicle with allocator capital
factForm 990
→ Obvious Ventures III, L.P.Vehicle with allocator capital
factForm 990
→ KHP Strategic 12 LPVehicle with allocator capital
factForm 990
→ Ensemble Vc II, LPVehicle with allocator capital
factForm 990
→ Peak Rock Capital Fund Iii-A LPVehicle with allocator capital
factForm 990
→ Telegraph Hill Partners IV, L.P.Vehicle with allocator capital
factForm 990
→ Fika Ventures II, L.P.Vehicle with allocator capital
factForm 990
→ Level Equity Growth Partners IV, LPVehicle with allocator capital
factForm 990
→ Sentinel Continuation Fund I, L.P.Vehicle with allocator capital
factForm 990
→ Warren Equity Partners Fund Ii-A, L.P.Vehicle with allocator capital
factForm 990
→ DW Healthcare Partners Small Cap, L.P.Vehicle with allocator capital
factForm 990
→ KPS Special Situations Fund VI (a), LPVehicle with allocator capital
factForm 990
→ Atalaya Special Opportunities Fund VII LPVehicle with allocator capital
factForm 990
→ PA Mac Fund, L.P. - Panther SeriesVehicle with allocator capital
factForm 990
→ JMI Equity Fund Xi-B, L.P.Vehicle with allocator capital
factForm 990
→ Fortissimo Capital Fund V, L.P.Vehicle with allocator capital
factForm 990
→ 5am Opportunities I, LPVehicle with allocator capital
factForm 990
→ KHP Strategic 7 LPVehicle with allocator capital
factForm 990
→ 5am Opportunities II, LPVehicle with allocator capital
factForm 990
→ Sentinel Capital Partners VI, L.P.Vehicle with allocator capital
factForm 990
→ Quan Venture Fund III, L.P.Vehicle with allocator capital
factForm 990
→ Level Equity Growth Partners V, L.P.Vehicle with allocator capital
factForm 990
→ Blue Lake Capital Fund III, L.P.Vehicle with allocator capital
factForm 990
→ Headline US VII LPVehicle with allocator capital
factForm 990
→ Level Structured Capital I, L.P.Vehicle with allocator capital
factForm 990
and 10 more

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:4f37aa17-4950-43c9-a76c-98e06372b00b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 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.