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AllocatorsAllocatorfoundation100m-1b

Offutt Family Foundation

Allocators

Fargo, ND

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:d05d634c-e966-4adc-88f7-c5dbcc1bcc59

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, 5:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
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

Offutt Family Foundation

Family foundation · shared ein

Facts

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

Total assets: $381Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 21with an amount; holdings are counted apart
Managers: 5
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 1
EIN: 266574983

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
COHEN & STEERS REAL ESTATE SECURITIES FUND	Cohen & Steers	Real estate	$11.9M	Dec 31, 2024	commingled	Irs 990
WCM FOCUSED GLOBAL GROWTH FUND LP	WCM Investment Management	Private equity	$5.2M	Dec 31, 2024	commingled	Irs 990
ACADIAN GLOBAL EQUITY	n/a	Public equity	$5.0M	Dec 31, 2024	commingled	Irs 990
ARGA GLOBAL CONCENTRATED FUND	n/a	Private equity	$4.8M	Dec 31, 2024	commingled	Irs 990
NINETY ONE EMERGING DEBT FUND	n/a	Private credit	$3.3M	Dec 31, 2024	commingled	Irs 990
RIVER OAKS FINANCIAL FUND	n/a	Private equity	$2.7M	Dec 31, 2024	commingled	Irs 990
PPC AV 1 LLC	n/a	Private equity	$2.1M	Dec 31, 2024	commingled	Irs 990
CUSANA GLOBAL EMERGING MARKETS EQUITY FUND	n/a	Public equity	$1.5M	Dec 31, 2024	commingled	Irs 990
ARTHUR VENTURES	Arthur Ventures Management, LLC	Private equity	$1.5M	Dec 31, 2024	commingled	Irs 990
LAZARD EMERGING DISCOUNTED ASSETS FUND	n/a	Private equity	$1.3M	Dec 31, 2024	commingled	Irs 990
SKERRYVORE GLOBAL EMERG MKT EQUITY FUND	n/a	Public equity	$1.2M	Dec 31, 2024	commingled	Irs 990
G123 PARTNERS	n/a	Private equity	$1.1M	Dec 31, 2024	commingled	Irs 990
NORTHSTAR MEZZANINE PARTNERS	n/a	Private credit	$899,997	Dec 31, 2024	commingled	Irs 990
TA REALTY FUND XIII	n/a	Real estate	$639,763	Dec 31, 2024	commingled	Irs 990
FORWARD FUND I-A LP	n/a	Private equity	$573,239	Dec 31, 2024	commingled	Irs 990
CERBERUS INSTITUTIONAL REAL ESTATE PARTNERS VI	n/a	Real estate	$489,182	Dec 31, 2024	commingled	Irs 990
LIBREMAX CAPITAL CREDIT DISLOCATION FUND	Libremax Capital, LLC	Private credit	$300,169	Dec 31, 2024	commingled	Irs 990
BLUE MARLIN MB SPV LLC	Blue Marlin Advisors, LLC	Private equity	$250,000	Dec 31, 2024	commingled	Irs 990
ARES CAPITAL CORP	n/a	Private equity	$62,693	Dec 31, 2024	commingled	Irs 990
SEAGATE TECHNOLOGY HOLDINGS	n/a	Private equity	$33,942	Dec 31, 2024	commingled	Irs 990
ANNALY CAPITAL MANAGEMENT IN	n/a	Private equity	$7,580	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
Cohen & Steers	n/a	Dec 31, 2024	n/a	yes	fact
Blue Marlin Advisors, LLC	n/a	Dec 31, 2024	n/a	yes	fact
Libremax Capital, LLC	n/a	Dec 31, 2024	n/a	yes	fact
Arthur Ventures Management, LLC	n/a	n/a	n/a	yes	fact
WCM Investment Management	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
Thomas K Espel	EXECUTIVE DIRECTOR	Executive director	n/a	yes	n/a	Irs 990

Relationships

Manages for (5)

← Cohen & SteersManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Blue Marlin Advisors, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Libremax Capital, LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← WCM Investment ManagementManager with allocator capital
factForm 990
← Arthur Ventures Management, LLCManager with allocator capital
factForm 990

Lp of (2)

→ Forward Fund I-A L.P.Vehicle with allocator capital
factForm 990
→ WCM Focused Global Growth Fund LPVehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:d05d634c-e966-4adc-88f7-c5dbcc1bcc59
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.

Offutt Family Foundation

Allocators

Fargo, ND

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:d05d634c-e966-4adc-88f7-c5dbcc1bcc59

Vehicle

Manager

Bucket

Value

As of

Kind

Source

COHEN & STEERS REAL ESTATE SECURITIES FUND

Cohen & Steers

Real estate

$11.9M

Dec 31, 2024

commingled

Irs 990

WCM FOCUSED GLOBAL GROWTH FUND LP

WCM Investment Management

Private equity

$5.2M

Dec 31, 2024

commingled

Irs 990

ACADIAN GLOBAL EQUITY

n/a

Public equity

$5.0M

Dec 31, 2024

commingled

Irs 990

ARGA GLOBAL CONCENTRATED FUND

n/a

Private equity

$4.8M

Dec 31, 2024

commingled

Irs 990

NINETY ONE EMERGING DEBT FUND

n/a

Private credit

$3.3M

Dec 31, 2024

commingled

Irs 990

RIVER OAKS FINANCIAL FUND

n/a

Private equity

$2.7M

Dec 31, 2024

commingled

Irs 990

PPC AV 1 LLC

n/a

Private equity

$2.1M

Dec 31, 2024

commingled

Irs 990

CUSANA GLOBAL EMERGING MARKETS EQUITY FUND

n/a

Public equity

$1.5M

Dec 31, 2024

commingled

Irs 990

ARTHUR VENTURES

Arthur Ventures Management, LLC

Private equity

$1.5M

Dec 31, 2024

commingled

Irs 990

LAZARD EMERGING DISCOUNTED ASSETS FUND

n/a

Private equity

$1.3M

Dec 31, 2024

commingled

Irs 990

SKERRYVORE GLOBAL EMERG MKT EQUITY FUND

n/a

Public equity

$1.2M

Dec 31, 2024

commingled

Irs 990

G123 PARTNERS

n/a

Private equity

$1.1M

Dec 31, 2024

commingled

Irs 990

NORTHSTAR MEZZANINE PARTNERS

n/a

Private credit

$899,997

Dec 31, 2024

commingled

Irs 990

TA REALTY FUND XIII

n/a

Real estate

$639,763

Dec 31, 2024

commingled

Irs 990

FORWARD FUND I-A LP

n/a

Private equity

$573,239

Dec 31, 2024

commingled

Irs 990

CERBERUS INSTITUTIONAL REAL ESTATE PARTNERS VI

n/a

Real estate

$489,182

Dec 31, 2024

commingled

Irs 990

LIBREMAX CAPITAL CREDIT DISLOCATION FUND

Libremax Capital, LLC

Private credit

$300,169

Dec 31, 2024

commingled

Irs 990

BLUE MARLIN MB SPV LLC

Blue Marlin Advisors, LLC

Private equity

$250,000

Dec 31, 2024

commingled

Irs 990

ARES CAPITAL CORP

n/a

Private equity

$62,693

Dec 31, 2024

commingled

Irs 990

SEAGATE TECHNOLOGY HOLDINGS

n/a

Private equity

$33,942

Dec 31, 2024

commingled

Irs 990

ANNALY CAPITAL MANAGEMENT IN

n/a

Private equity

$7,580

Dec 31, 2024

commingled

Irs 990

Manager

Mandate

From

Current

Evidence

Cohen & Steers

n/a

Dec 31, 2024

n/a

yes

fact

Blue Marlin Advisors, LLC

n/a

Dec 31, 2024

n/a

yes

fact

Libremax Capital, LLC

n/a

Dec 31, 2024

n/a

yes

fact

Arthur Ventures Management, LLC

n/a

yes

fact

WCM Investment Management

n/a

yes

fact

Person

Title

Role

Asset class

Current

From

Source

Thomas K Espel

EXECUTIVE DIRECTOR

Executive director

n/a

yes

n/a

Irs 990