DFX Intelligence

Data Factory

AllocatorsAllocatorfoundation1b-10b

Surdna Foundation Inc

Allocators

New York, NY

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:e720be01-cc9a-405d-9d02-7d958b4fee92

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, 2:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 196
Dated events: 5
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

Surdna Foundation Inc

Family foundation · shared ein

Facts

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

Total assets: $1.2Blatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Commitments: 217with an amount; holdings are counted apart
Managers: 66
Funds: 130
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0
EIN: 136108163

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 217

Vehicle	Manager	Bucket	Value	As of	Kind	Source
ADAGE CAPITAL PARTNERS, LP	n/a	Private equity	$156M	Jun 30, 2025	commingled	Irs 990
CF SILCHESTER INTL VALUE EQUITY EXCLUSION TRUST	n/a	Public equity	$28.1M	Jun 30, 2025	commingled	Irs 990
CF SDP FLAGSHIP OFFSHORE FND LTD	n/a	Private equity	$24.1M	Jun 30, 2025	commingled	Irs 990
CF COATUE OFFSHORE LTD CL A	n/a	Private equity	$23.1M	Jun 30, 2025	commingled	Irs 990
GENERATION IM GLOBAL EQUITY FUND LLC	n/a	Public equity	$22.6M	Jun 30, 2025	commingled	Irs 990
BAUPOST VALUE PARTNERS IV, LP	n/a	Private equity	$21.3M	Jun 30, 2025	commingled	Irs 990
CF HOLOCENE ADVISORS OFFSHORE FUND LTD	n/a	Private equity	$18.8M	Jun 30, 2025	commingled	Irs 990
AKO EUROPEAN LONG-ONLY PARTNERS LP	n/a	Private equity	$18.5M	Jun 30, 2025	commingled	Irs 990
CF REDWOOD OFFSHORE FUND LTD CL AII NR	n/a	Private equity	$16.9M	Jun 30, 2025	commingled	Irs 990
CF WGI EMERGING MARKETS LLC FD	n/a	Public equity	$16.0M	Jun 30, 2025	commingled	Irs 990
THE OVERLOOK PARTNERS FUND LP	n/a	Private equity	$13.8M	Jun 30, 2025	commingled	Irs 990
FRONTIER SMALL CAP GROWTH FUND	n/a	Public equity	$12.7M	Jun 30, 2025	commingled	Irs 990
COSTANOA VENTURES III, LP	Costanoa Ventures	Private equity	$11.7M	Jun 30, 2025	commingled	Irs 990
BLUE WATER ENERGY FUND II, LP	Blue Water Energy LLP	Natural resources	$11.1M	Jun 30, 2025	commingled	Irs 990
GRAIN COMMUNICATIONS OPPORTUNITY FUND II, LP	Grain Management, LLC	Private equity	$10.8M	Jun 30, 2025	commingled	Irs 990
ASPECT VENTURES, LP	Aspect Management, LLC	Private equity	$10.6M	Jun 30, 2025	commingled	Irs 990
PALMER SQUARE INCOME PLUS FUND LLC	n/a	Fixed income	$10.5M	Jun 30, 2025	commingled	Irs 990
ENR PARTNERS II LP	Edge Natural Resources LLC	Private equity	$10.3M	Jun 30, 2025	commingled	Irs 990
DBL PARTNERS III LP	DBL Partners	Private equity	$9.9M	Jun 30, 2025	commingled	Irs 990
DIVERSIS CAPITAL PARTNERS I LP	Diversis Capital Management, L.P.	Private equity	$9.9M	Jun 30, 2025	commingled	Irs 990
PVP FUND II, LP	Primary Ventures	Private equity	$9.5M	Jun 30, 2025	commingled	Irs 990
OWNERSHIP CAPITAL GLOBAL EQUITY (USD) FUND, LP	n/a	Public equity	$9.1M	Jun 30, 2025	commingled	Irs 990
CIM ENTERPRISE LOAN FUND LP	n/a	Private credit	$8.5M	Jun 30, 2025	commingled	Irs 990
MUCKER SELECT, LP	Muckerlab, LLC	Private equity	$8.4M	Jun 30, 2025	commingled	Irs 990
FIRSTMARK CAPITAL IV LP	Firstmark Capital, LLC	Private equity	$7.2M	Jun 30, 2025	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
TECHNOLOGY IMPACT GROWTH FUND II, LP	n/a	n/a	n/a	n/a	$1.2M	Jun 30, 2025	Reported
TECHNOLOGY IMPACT FUND LP	n/a	n/a	n/a	n/a	$6.6M	Jun 30, 2025	Reported
TECHNOLOGY IMPACT FUND II, LP	n/a	n/a	n/a	n/a	$1.2M	Jun 30, 2025	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; showing 25 of 66

Manager	Mandate	From	To	Current	Evidence
Acrew Capital Management, L.P.	n/a	n/a	n/a	yes	fact
Illumen Capital Management, LLC	n/a	n/a	n/a	yes	fact
G2vp, LLC	n/a	n/a	n/a	yes	fact
Base10 Partners Management LLC	n/a	n/a	n/a	yes	fact
Monomoy Capital Management, L.P.	n/a	n/a	n/a	yes	fact
Slauson & Co. Management, L.L.C.	n/a	n/a	n/a	yes	fact
Grain Management, LLC	n/a	n/a	n/a	yes	fact
Congruent Management, LLC	n/a	n/a	n/a	yes	fact
General Catalyst	n/a	n/a	n/a	yes	fact
Bain Capital Private Equity, LP	n/a	n/a	n/a	yes	fact
Obvious Ventures	n/a	n/a	n/a	yes	fact
Artiman Ventures	n/a	n/a	n/a	yes	fact
Cherryrock Capital	n/a	n/a	n/a	yes	fact
Muckerlab, LLC	n/a	n/a	n/a	yes	fact
Diversis Capital Management, L.P.	n/a	n/a	n/a	yes	fact
Encap Investments LP	n/a	n/a	n/a	yes	fact
Sofinnova Partners	n/a	n/a	n/a	yes	fact
Apollo Capital Management L.P.	n/a	n/a	n/a	yes	fact
The Vistria Group, LP	n/a	n/a	n/a	yes	fact
Peakspan Capital Management, LLC	n/a	n/a	n/a	yes	fact
Mucker Early, LLC	n/a	n/a	n/a	yes	fact
Morgenthaler Management Corporation	n/a	n/a	n/a	yes	fact
Abry Partners II, LLC	n/a	n/a	n/a	yes	fact
Equal Ventures	n/a	n/a	n/a	yes	fact
Capria Ventures LLC	n/a	n/a	n/a	yes	fact

Relationships

showing 80 of 196

Manages for (63)

← Madrona Venture Group, LLCManager with allocator capital
factForm 990
← Atalaya Capital Management LPManager with allocator capital
factForm 990
← Lime RockManager with allocator capital
factForm 990
← Guidepost Growth Equity Management Company, L.P.Manager with allocator capital
factForm 990
← G2vp, LLCManager with allocator capital
factForm 990
← Base10 Partners Management LLCManager with allocator capital
factForm 990
← Monomoy Capital Management, L.P.Manager with allocator capital
factForm 990
← Slauson & Co. Management, L.L.C.Manager with allocator capital
factForm 990
← Grain Management, LLCManager with allocator capital
factForm 990
← Congruent Management, LLCManager with allocator capital
factForm 990
← General CatalystManager with allocator capital
factForm 990
← Bain Capital Private Equity, LPManager with allocator capital
factForm 990
← Obvious VenturesManager with allocator capital
factForm 990
← Artiman VenturesManager with allocator capital
factForm 990
← Cherryrock CapitalManager with allocator capital
factForm 990
← Muckerlab, LLCManager with allocator capital
factForm 990
← Diversis Capital Management, L.P.Manager with allocator capital
factForm 990
← Encap Investments LPManager with allocator capital
factForm 990
← Sofinnova PartnersManager with allocator capital
factForm 990
← Apollo Capital Management L.P.Manager with allocator capital
factForm 990
← The Vistria Group, LPManager with allocator capital
factForm 990
← Peakspan Capital Management, LLCManager with allocator capital
factForm 990
← Mucker Early, LLCManager with allocator capital
factForm 990
← Morgenthaler Management CorporationManager with allocator capital
factForm 990
← Abry Partners II, LLCManager with allocator capital
factForm 990
← Equal VenturesManager with allocator capital
factForm 990
← Primary VenturesManager with allocator capital
factForm 990
← Vision Ridge Partners, LLCManager with allocator capital
factForm 990
← RRG Capital Management LLCManager with allocator capital
factForm 990
← DBL PartnersManager with allocator capital
factForm 990
and 33 more

Lp of (17)

→ G2vp I, LLCVehicle with allocator capital
factForm 990
→ Base10 Partners III, L.P.Vehicle with allocator capital
factForm 990
→ Monomoy Capital Partners Aiv III, L.P.Vehicle with allocator capital
factForm 990
→ Slauson & Co. Fund II, L.P.Vehicle with allocator capital
factForm 990
→ Grain Communications Opportunity Fund II, L.P.Vehicle with allocator capital
factForm 990
→ Congruent Continuity Fund I, LPVehicle with allocator capital
factForm 990
→ General Catalyst Group VII, LPVehicle with allocator capital
factForm 990
→ Bain Capital Europe Fund III, LPVehicle with allocator capital
factForm 990
→ Morgenthaler Venture Partners Ix, L.P.Vehicle with allocator capital
factForm 990
→ Obvious Ventures IV, L.P.Vehicle with allocator capital
factForm 990
→ Artiman Ventures Select 2014, L.P.Vehicle with allocator capital
factForm 990
→ Cherryrock Capital Fund I, LPVehicle with allocator capital
factForm 990
→ Mucker Select, L.P.Vehicle with allocator capital
factForm 990
→ Base10 Advancement Initiative I, L.P.Vehicle with allocator capital
factForm 990
→ Diversis Capital Partners I, L.P.Vehicle with allocator capital
factForm 990
→ Encap Flatrock Midstream Fund II, L.P.Vehicle with allocator capital
factForm 990
→ G2vp II, LLCVehicle with allocator capital
factForm 990

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 29, 2025
Re up prospect
Surdna Foundation Inc holds FELICIS VENTURES IX, LP; the manager has a newer fund open: Felicis Ventures X, L.P. (newly closed, Form D first sale 2025-05-29); no commitment to it on the graph
Felicis VenturesDFX's own graphobserved 2 days ago
Occurred
Dec 27, 2024
Re up prospect
Surdna Foundation Inc holds G2VP II, LLC; the manager is raising: G2vp III, LP (fundraising, Form D first sale 2024-12-27); no commitment to it on the graph
G2vp, LLCDFX's own graphobserved 2 days ago
Occurred
Mar 30, 2024
Re up prospect
Surdna Foundation Inc holds MUCKER EARLY II, LP; the manager has a newer fund open: Mucker Early III, L.P. (early deployment, first ADV report 2024-03-30); no commitment to it on the graph
Mucker Early, LLCDFX's own graphobserved 2 days ago

Show 2 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
Surdna Foundation Inc holds PVP FUND IV LP; the manager is raising: PVP Fund V, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph
First seen by DFX
Sep 16, 2026
date not stated
Surdna Foundation Inc holds COSTANOA VENTURES V, LP; the manager is raising: Costanoa Ventures VI, L.P. (fundraising, seen 2026-09-16); no commitment to it on the graph

Provenance

Graph: Allocators
Canonical id: dfx:al:e720be01-cc9a-405d-9d02-7d958b4fee92
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.

Surdna Foundation Inc

Allocators

New York, NY

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:e720be01-cc9a-405d-9d02-7d958b4fee92

Vehicle

Manager

Bucket

Value

As of

Kind

Source

ADAGE CAPITAL PARTNERS, LP

n/a

Private equity

$156M

Jun 30, 2025

commingled

Irs 990

CF SILCHESTER INTL VALUE EQUITY EXCLUSION TRUST

n/a

Public equity

$28.1M

Jun 30, 2025

commingled

Irs 990

CF SDP FLAGSHIP OFFSHORE FND LTD

n/a

Private equity

$24.1M

Jun 30, 2025

commingled

Irs 990

CF COATUE OFFSHORE LTD CL A

n/a

Private equity

$23.1M

Jun 30, 2025

commingled

Irs 990

GENERATION IM GLOBAL EQUITY FUND LLC

n/a

Public equity

$22.6M

Jun 30, 2025

commingled

Irs 990

BAUPOST VALUE PARTNERS IV, LP

n/a

Private equity

$21.3M

Jun 30, 2025

commingled

Irs 990

CF HOLOCENE ADVISORS OFFSHORE FUND LTD

n/a

Private equity

$18.8M

Jun 30, 2025

commingled

Irs 990

AKO EUROPEAN LONG-ONLY PARTNERS LP

n/a

Private equity

$18.5M

Jun 30, 2025

commingled

Irs 990

CF REDWOOD OFFSHORE FUND LTD CL AII NR

n/a

Private equity

$16.9M

Jun 30, 2025

commingled

Irs 990

CF WGI EMERGING MARKETS LLC FD

n/a

Public equity

$16.0M

Jun 30, 2025

commingled

Irs 990

THE OVERLOOK PARTNERS FUND LP

n/a

Private equity

$13.8M

Jun 30, 2025

commingled

Irs 990

FRONTIER SMALL CAP GROWTH FUND

n/a

Public equity

$12.7M

Jun 30, 2025

commingled

Irs 990

COSTANOA VENTURES III, LP

Costanoa Ventures

Private equity

$11.7M

Jun 30, 2025

commingled

Irs 990

BLUE WATER ENERGY FUND II, LP

Blue Water Energy LLP

Natural resources

$11.1M

Jun 30, 2025

commingled

Irs 990

GRAIN COMMUNICATIONS OPPORTUNITY FUND II, LP

Grain Management, LLC

Private equity

$10.8M

Jun 30, 2025

commingled

Irs 990

ASPECT VENTURES, LP

Aspect Management, LLC

Private equity

$10.6M

Jun 30, 2025

commingled

Irs 990

PALMER SQUARE INCOME PLUS FUND LLC

n/a

Fixed income

$10.5M

Jun 30, 2025

commingled

Irs 990

ENR PARTNERS II LP

Edge Natural Resources LLC

Private equity

$10.3M

Jun 30, 2025

commingled

Irs 990

DBL PARTNERS III LP

DBL Partners

Private equity

$9.9M

Jun 30, 2025

commingled

Irs 990

DIVERSIS CAPITAL PARTNERS I LP

Diversis Capital Management, L.P.

Private equity

$9.9M

Jun 30, 2025

commingled

Irs 990

PVP FUND II, LP

Primary Ventures

Private equity

$9.5M

Jun 30, 2025

commingled

Irs 990

OWNERSHIP CAPITAL GLOBAL EQUITY (USD) FUND, LP

n/a

Public equity

$9.1M

Jun 30, 2025

commingled

Irs 990

CIM ENTERPRISE LOAN FUND LP

n/a

Private credit

$8.5M

Jun 30, 2025

commingled

Irs 990

MUCKER SELECT, LP

Muckerlab, LLC

Private equity

$8.4M

Jun 30, 2025

commingled

Irs 990

FIRSTMARK CAPITAL IV LP

Firstmark Capital, LLC

Private equity

$7.2M

Jun 30, 2025

commingled

Irs 990

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

TECHNOLOGY IMPACT GROWTH FUND II, LP

n/a

$1.2M

Jun 30, 2025

Reported

TECHNOLOGY IMPACT FUND LP

n/a

$6.6M

Jun 30, 2025

Reported

TECHNOLOGY IMPACT FUND II, LP

n/a

$1.2M

Jun 30, 2025

Reported

Manager

Mandate

From

Current

Evidence

Acrew Capital Management, L.P.

n/a

yes

fact

Illumen Capital Management, LLC

n/a

yes

fact

G2vp, LLC

n/a

yes

fact

Base10 Partners Management LLC

n/a

yes

fact

Monomoy Capital Management, L.P.

n/a

yes

fact

Slauson & Co. Management, L.L.C.

n/a

yes

fact

Grain Management, LLC

n/a

yes

fact

Congruent Management, LLC

n/a

yes

fact

General Catalyst

n/a

yes

fact

Bain Capital Private Equity, LP

n/a

yes

fact

Obvious Ventures

n/a

yes

fact

Artiman Ventures

n/a

yes

fact

Cherryrock Capital

n/a

yes

fact

Muckerlab, LLC

n/a

yes

fact

Diversis Capital Management, L.P.

n/a

yes

fact

Encap Investments LP

n/a

yes

fact

Sofinnova Partners

n/a

yes

fact

Apollo Capital Management L.P.

n/a

yes

fact

The Vistria Group, LP

n/a

yes

fact

Peakspan Capital Management, LLC

n/a

yes

fact

Mucker Early, LLC

n/a

yes

fact

Morgenthaler Management Corporation

n/a

yes

fact

Abry Partners II, LLC

n/a

yes

fact

Equal Ventures

n/a

yes

fact

Capria Ventures LLC

n/a

yes

fact