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AllocatorsAllocatorfoundation100m-1b

Carroll Petrie Foundation

Allocators

Santa Fe, NM

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Search this name across graphsid dfx:al:a7cae94c-9f5b-4bf9-b4b6-3a66dd8d5fcd

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, 2:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
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

Carroll Petrie Foundation

Family foundation · shared ein

Facts

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

Total assets: $389Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 49with an amount; holdings are counted apart
Managers: 9
Funds: 12
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 1
EIN: 133912203

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 49

Vehicle	Manager	Bucket	Value	As of	Kind	Source
FARALLON EQUITY PARTNERS, LP	n/a	Public equity	$32.7M	Dec 31, 2024	commingled	Irs 990
CTF RESEARCH EQUITY	n/a	Public equity	$28.5M	Dec 31, 2024	commingled	Irs 990
GQG PARTNERS INTERNATIONAL EQUITY FUND	n/a	Public equity	$22.8M	Dec 31, 2024	commingled	Irs 990
BAIN CAPITAL GLOBAL LONG EQUITY FUND (OFFSHORE), LP	n/a	Public equity	$17.8M	Dec 31, 2024	commingled	Irs 990
MW EUREKA FUND	n/a	Private equity	$14.7M	Dec 31, 2024	commingled	Irs 990
JUNTO OFFSHORE FUND LTD.	n/a	Private equity	$12.5M	Dec 31, 2024	commingled	Irs 990
OAKTREE GLOBAL CREDIT PLUS FUND FEEDER CAYMAN (PARALLEL), LP	n/a	Private credit	$10.9M	Dec 31, 2024	commingled	Irs 990
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP	n/a	Private equity	$9.0M	Dec 31, 2024	commingled	Irs 990
FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP	n/a	Private equity	$8.2M	Dec 31, 2024	commingled	Irs 990
STEPSTONE VC SECONDARIES FUND V (CAYMAN), LP	n/a	Private equity	$8.0M	Dec 31, 2024	commingled	Irs 990
NUT TREE OFFSHORE FUND, LTD.	n/a	Private equity	$7.9M	Dec 31, 2024	commingled	Irs 990
WHALE ROCK LONG OPPORTUNITIES FUND LTD	n/a	Private equity	$7.4M	Dec 31, 2024	commingled	Irs 990
VIP IV, LP	Vitruvian Partners LLP	Private equity	$6.3M	Dec 31, 2024	commingled	Irs 990
GRAHAM PARTNERS V, LP	Graham Partners, Inc.	Private equity	$6.0M	Dec 31, 2024	commingled	Irs 990
GQG PARTNERS EMERGING MARKETS EQUITY FUND	n/a	Public equity	$5.9M	Dec 31, 2024	commingled	Irs 990
GOLUB CAPITAL PARTNERS INTERNATIONAL 12, LP	n/a	Private equity	$4.6M	Dec 31, 2024	commingled	Irs 990
THE OVERLOOK PARTNERS FUND, LP	n/a	Private equity	$4.5M	Dec 31, 2024	commingled	Irs 990
DAVIDSON KEMPNER LT DISTRESSED OPP INTL V, LP	n/a	Private credit	$4.2M	Dec 31, 2024	commingled	Irs 990
FARALLON SPECIAL SITUATIONS FUND II, LP	n/a	Private credit	$4.2M	Dec 31, 2024	commingled	Irs 990
CANYON DISTRESSED OPPORTUNITY FUND III (CAYMAN), LP	n/a	Private credit	$4.2M	Dec 31, 2024	commingled	Irs 990
AMBERBROOK VIII, LP	Willowridge Partners, Inc.	Private equity	$4.1M	Dec 31, 2024	commingled	Irs 990
THE VARDE FUND XIII, LP	n/a	Private equity	$3.9M	Dec 31, 2024	commingled	Irs 990
AXIOM ASIA 5, LP	n/a	Private equity	$3.8M	Dec 31, 2024	commingled	Irs 990
SAGEVIEW CAPITAL PARTNERS II (OFFSHORE), LP	Sageview Capital LP	Private equity	$3.8M	Dec 31, 2024	commingled	Irs 990
MADISON DEARBORN CAPITAL PARTNERS VIII-A	Madison Dearborn Partners	Private equity	$3.7M	Dec 31, 2024	commingled	Irs 990

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
SELECT EQUITY OFFSHORE, LTD.	n/a	n/a	n/a	n/a	$20.8M	Dec 31, 2024	Reported
SELECT EQUITY OFFSHORE, LTD.	n/a	n/a	n/a	n/a	$20.8M	Dec 31, 2024	Reported

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
Sageview Capital LP	n/a	n/a	n/a	yes	fact
Madison Dearborn Partners	n/a	n/a	n/a	yes	fact
Mission Capital Management Services, L.P.	n/a	n/a	n/a	yes	fact
Willowridge Partners, Inc.	n/a	n/a	n/a	yes	fact
Graham Partners, Inc.	n/a	n/a	n/a	yes	fact
Mainsail Partners	n/a	n/a	n/a	yes	fact
Lexington Partners	n/a	n/a	n/a	yes	fact
True Wind Capital Management, L.P.	n/a	n/a	n/a	yes	fact
Vitruvian Partners LLP	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
Theodora Portago	PRESIDENT, DIRECTOR & EXEC DIRECTOR	Executive director	n/a	yes	n/a	Irs 990

Relationships

Manages for (9)

← Sageview Capital LPManager with allocator capital
factForm 990
← Madison Dearborn PartnersManager with allocator capital
factForm 990
← Mission Capital Management Services, L.P.Manager with allocator capital
factForm 990
← Willowridge Partners, Inc.Manager with allocator capital
factForm 990
← Graham Partners, Inc.Manager with allocator capital
factForm 990
← Mainsail PartnersManager with allocator capital
factForm 990
← Lexington PartnersManager with allocator capital
factForm 990
← True Wind Capital Management, L.P.Manager with allocator capital
factForm 990
← Vitruvian Partners LLPManager with allocator capital
factForm 990

Lp of (12)

→ Sageview Capital Partners II (offshore), L.P.Vehicle with allocator capital
factForm 990
→ Madison Dearborn Capital Partners Viii-B, L.P.Vehicle with allocator capital
factForm 990
→ Axiom Asia 6, L.P.Vehicle with allocator capital
factForm 990
→ Madison Dearborn Capital Partners Viii-A, L.P.Vehicle with allocator capital
factForm 990
→ Amberbrook Offshore Ix LPVehicle with allocator capital
factForm 990
→ Graham Partners V, L.P.Vehicle with allocator capital
factForm 990
→ Mainsail Partners VI, L.P.Vehicle with allocator capital
factForm 990
→ Lexington Middle Market Investors IV, L.P.Vehicle with allocator capital
factForm 990
→ True Wind Capital II, L.P.Vehicle with allocator capital
factForm 990
→ VIP IV LPVehicle with allocator capital
factForm 990
→ Graham Partners VI, L.P.Vehicle with allocator capital
factForm 990
→ Amberbrook Viii LPVehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:a7cae94c-9f5b-4bf9-b4b6-3a66dd8d5fcd
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Carroll Petrie Foundation

Allocators

Santa Fe, NM

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:a7cae94c-9f5b-4bf9-b4b6-3a66dd8d5fcd

Vehicle

Manager

Bucket

Value

As of

Kind

Source

FARALLON EQUITY PARTNERS, LP

n/a

Public equity

$32.7M

Dec 31, 2024

commingled

Irs 990

CTF RESEARCH EQUITY

n/a

Public equity

$28.5M

Dec 31, 2024

commingled

Irs 990

GQG PARTNERS INTERNATIONAL EQUITY FUND

n/a

Public equity

$22.8M

Dec 31, 2024

commingled

Irs 990

BAIN CAPITAL GLOBAL LONG EQUITY FUND (OFFSHORE), LP

n/a

Public equity

$17.8M

Dec 31, 2024

commingled

Irs 990

MW EUREKA FUND

n/a

Private equity

$14.7M

Dec 31, 2024

commingled

Irs 990

JUNTO OFFSHORE FUND LTD.

n/a

Private equity

$12.5M

Dec 31, 2024

commingled

Irs 990

OAKTREE GLOBAL CREDIT PLUS FUND FEEDER CAYMAN (PARALLEL), LP

n/a

Private credit

$10.9M

Dec 31, 2024

commingled

Irs 990

DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, LP

n/a

Private equity

$9.0M

Dec 31, 2024

commingled

Irs 990

FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP

n/a

Private equity

$8.2M

Dec 31, 2024

commingled

Irs 990

STEPSTONE VC SECONDARIES FUND V (CAYMAN), LP

n/a

Private equity

$8.0M

Dec 31, 2024

commingled

Irs 990

NUT TREE OFFSHORE FUND, LTD.

n/a

Private equity

$7.9M

Dec 31, 2024

commingled

Irs 990

WHALE ROCK LONG OPPORTUNITIES FUND LTD

n/a

Private equity

$7.4M

Dec 31, 2024

commingled

Irs 990

VIP IV, LP

Vitruvian Partners LLP

Private equity

$6.3M

Dec 31, 2024

commingled

Irs 990

GRAHAM PARTNERS V, LP

Graham Partners, Inc.

Private equity

$6.0M

Dec 31, 2024

commingled

Irs 990

GQG PARTNERS EMERGING MARKETS EQUITY FUND

n/a

Public equity

$5.9M

Dec 31, 2024

commingled

Irs 990

GOLUB CAPITAL PARTNERS INTERNATIONAL 12, LP

n/a

Private equity

$4.6M

Dec 31, 2024

commingled

Irs 990

THE OVERLOOK PARTNERS FUND, LP

n/a

Private equity

$4.5M

Dec 31, 2024

commingled

Irs 990

DAVIDSON KEMPNER LT DISTRESSED OPP INTL V, LP

n/a

Private credit

$4.2M

Dec 31, 2024

commingled

Irs 990

FARALLON SPECIAL SITUATIONS FUND II, LP

n/a

Private credit

$4.2M

Dec 31, 2024

commingled

Irs 990

CANYON DISTRESSED OPPORTUNITY FUND III (CAYMAN), LP

n/a

Private credit

$4.2M

Dec 31, 2024

commingled

Irs 990

AMBERBROOK VIII, LP

Willowridge Partners, Inc.

Private equity

$4.1M

Dec 31, 2024

commingled

Irs 990

THE VARDE FUND XIII, LP

n/a

Private equity

$3.9M

Dec 31, 2024

commingled

Irs 990

AXIOM ASIA 5, LP

n/a

Private equity

$3.8M

Dec 31, 2024

commingled

Irs 990

SAGEVIEW CAPITAL PARTNERS II (OFFSHORE), LP

Sageview Capital LP

Private equity

$3.8M

Dec 31, 2024

commingled

Irs 990

MADISON DEARBORN CAPITAL PARTNERS VIII-A

Madison Dearborn Partners

Private equity

$3.7M

Dec 31, 2024

commingled

Irs 990

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

SELECT EQUITY OFFSHORE, LTD.

n/a

$20.8M

Dec 31, 2024

Reported

SELECT EQUITY OFFSHORE, LTD.

n/a

$20.8M

Dec 31, 2024

Reported

Manager

Mandate

From

Current

Evidence

Sageview Capital LP

n/a

yes

fact

Madison Dearborn Partners

n/a

yes

fact

Mission Capital Management Services, L.P.

n/a

yes

fact

Willowridge Partners, Inc.

n/a

yes

fact

Graham Partners, Inc.

n/a

yes

fact

Mainsail Partners

n/a

yes

fact

Lexington Partners

n/a

yes

fact

True Wind Capital Management, L.P.

n/a

yes

fact

Vitruvian Partners LLP

n/a

yes

fact

Person

Title

Role

Asset class

Current

From

Source

Theodora Portago

PRESIDENT, DIRECTOR & EXEC DIRECTOR

Executive director

n/a

yes

n/a

Irs 990