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AllocatorsAllocatorfoundation100m-1b

Jane and Daniel Och Family Foundation

Allocators

Greenwich, CT

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:9c2b3b5b-476e-4da3-a94f-c3ce2d8e8da6

Data as of Sep 16, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 12:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 1
Observed: Sep 15, 2026 to Sep 16, 2026

Across DFX

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

Family Officesidentity

Jane and Daniel Och Family Foundation

Family foundation · shared ein

Facts

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

Total assets: $570Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 20with an amount; holdings are counted apart
Managers: 4
Funds: 6
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 0
EIN: 263791338

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
JADOFF INVESTMENTS, LP	n/a	Private equity	$447M	Dec 31, 2024	commingled	Irs 990
SEQUOIA - SCHF USTE, LP	n/a	Private equity	$30.4M	Dec 31, 2024	commingled	Irs 990
BDT CAPITAL PTRS FUND II (TE)	n/a	Private equity	$15.0M	Dec 31, 2024	commingled	Irs 990
TRIDENT VII LP	Stone Point Capital LLC	Private equity	$14.8M	Dec 31, 2024	commingled	Irs 990
LEGACY VENTURE VIII LLC	Next Legacy Management, LLC	venture	$9.3M	Dec 31, 2024	commingled	Irs 990
NORTHWOOD REAL ESTATE PTRS	n/a	Real estate	$8.9M	Dec 31, 2024	commingled	Irs 990
C-III RECOVERY FUND II LP	n/a	Private equity	$6.8M	Dec 31, 2024	commingled	Irs 990
BDT CAPITAL PTRS FUND III LP	n/a	Private equity	$6.5M	Dec 31, 2024	commingled	Irs 990
DST OPP ACCESS OFFSHORE	n/a	Private equity	$3.5M	Dec 31, 2024	commingled	Irs 990
CADRE - CHATHAM HILL HOLDINGS	n/a	Private equity	$2.3M	Dec 31, 2024	commingled	Irs 990
SCULPTOR CREDIT OPP OVERSEAS	n/a	Private credit	$1.7M	Dec 31, 2024	commingled	Irs 990
ACCEL XII STRATEGIC PTRS LP	n/a	Private equity	$1.3M	Dec 31, 2024	commingled	Irs 990
ACCEL GROWTH FUND IV LP	Accel Management Co. Inc.	Private equity	$817,606	Dec 31, 2024	commingled	Irs 990
ACCEL LEADERS FUND LP	Accel Management Co. Inc.	Private equity	$649,388	Dec 31, 2024	commingled	Irs 990
ACCEL GROWTH FUND III LP	Accel Management Co. Inc.	Private equity	$543,453	Dec 31, 2024	commingled	Irs 990
PEG DIGITAL GROWTH FUND II	n/a	Private equity	$139,066	Dec 31, 2024	commingled	Irs 990
SCULPTOR OVERSEAS FUND II	n/a	Private equity	$535	Dec 31, 2024	commingled	Irs 990
QUADRO PTRS (CADRE SERIES B)	n/a	Private equity	$0	Dec 31, 2024	commingled	Irs 990
FUNDERSCLUB 3DJ LLC	Fundersclub Inc.	Private equity	$0	Dec 31, 2024	commingled	Irs 990
CADRE - BROADWAY INVESTORS LP	n/a	Private equity	$0	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
Accel Management Co. Inc.	n/a	n/a	n/a	yes	fact
Fundersclub Inc.	n/a	n/a	n/a	yes	fact
Next Legacy Management, LLC	n/a	n/a	n/a	yes	fact
Stone Point Capital LLC	n/a	n/a	n/a	yes	fact

Relationships

Manages for (4)

← Accel Management Co. Inc.Manager with allocator capital
factForm 990
← Fundersclub Inc.Manager with allocator capital
factForm 990
← Next Legacy Management, LLCManager with allocator capital
factForm 990
← Stone Point Capital LLCManager with allocator capital
factForm 990

Lp of (6)

→ Accel Growth Fund III L.P.Vehicle with allocator capital
factForm 990
→ Fundersclub 3dj LLCVehicle with allocator capital
factForm 990
→ Accel Leaders Fund L.P.Vehicle with allocator capital
factForm 990
→ Legacy Venture Viii, LLCVehicle with allocator capital
factForm 990
→ Trident VII, L.P.Vehicle with allocator capital
factForm 990
→ Accel Growth Fund IV L.P.Vehicle with allocator capital
factForm 990

Dated events

Occurred
Dec 18, 2024
Re up prospect
Jane and Daniel Och Family Foundation holds ACCEL GROWTH FUND IV LP; the manager has a newer fund open: Accel Growth Fund VII L.P. (newly closed, Form D first sale 2024-12-18); no commitment to it on the graph; 2 fund(s) of the series between them not held either
Accel Management Co. Inc.DFX's own graphobserved 2 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:9c2b3b5b-476e-4da3-a94f-c3ce2d8e8da6
First observed: Sep 15, 2026
Last observed: Sep 16, 2026 2 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.

Jane and Daniel Och Family Foundation

Allocators

Greenwich, CT

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:9c2b3b5b-476e-4da3-a94f-c3ce2d8e8da6

Vehicle

Manager

Bucket

Value

As of

Kind

Source

JADOFF INVESTMENTS, LP

n/a

Private equity

$447M

Dec 31, 2024

commingled

Irs 990

SEQUOIA - SCHF USTE, LP

n/a

Private equity

$30.4M

Dec 31, 2024

commingled

Irs 990

BDT CAPITAL PTRS FUND II (TE)

n/a

Private equity

$15.0M

Dec 31, 2024

commingled

Irs 990

TRIDENT VII LP

Stone Point Capital LLC

Private equity

$14.8M

Dec 31, 2024

commingled

Irs 990

LEGACY VENTURE VIII LLC

Next Legacy Management, LLC

venture

$9.3M

Dec 31, 2024

commingled

Irs 990

NORTHWOOD REAL ESTATE PTRS

n/a

Real estate

$8.9M

Dec 31, 2024

commingled

Irs 990

C-III RECOVERY FUND II LP

n/a

Private equity

$6.8M

Dec 31, 2024

commingled

Irs 990

BDT CAPITAL PTRS FUND III LP

n/a

Private equity

$6.5M

Dec 31, 2024

commingled

Irs 990

DST OPP ACCESS OFFSHORE

n/a

Private equity

$3.5M

Dec 31, 2024

commingled

Irs 990

CADRE - CHATHAM HILL HOLDINGS

n/a

Private equity

$2.3M

Dec 31, 2024

commingled

Irs 990

SCULPTOR CREDIT OPP OVERSEAS

n/a

Private credit

$1.7M

Dec 31, 2024

commingled

Irs 990

ACCEL XII STRATEGIC PTRS LP

n/a

Private equity

$1.3M

Dec 31, 2024

commingled

Irs 990

ACCEL GROWTH FUND IV LP

Accel Management Co. Inc.

Private equity

$817,606

Dec 31, 2024

commingled

Irs 990

ACCEL LEADERS FUND LP

Accel Management Co. Inc.

Private equity

$649,388

Dec 31, 2024

commingled

Irs 990

ACCEL GROWTH FUND III LP

Accel Management Co. Inc.

Private equity

$543,453

Dec 31, 2024

commingled

Irs 990

PEG DIGITAL GROWTH FUND II

n/a

Private equity

$139,066

Dec 31, 2024

commingled

Irs 990

SCULPTOR OVERSEAS FUND II

n/a

Private equity

$535

Dec 31, 2024

commingled

Irs 990

QUADRO PTRS (CADRE SERIES B)

n/a

Private equity

Dec 31, 2024

commingled

Irs 990

FUNDERSCLUB 3DJ LLC

Fundersclub Inc.

Private equity

Dec 31, 2024

commingled

Irs 990

CADRE - BROADWAY INVESTORS LP

n/a

Private equity

Dec 31, 2024

commingled

Irs 990

Manager

Mandate

From

Current

Evidence

Accel Management Co. Inc.

n/a

yes

fact

Fundersclub Inc.

n/a

yes

fact

Next Legacy Management, LLC

n/a

yes

fact

Stone Point Capital LLC

n/a

yes

fact