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AllocatorsAllocatorfoundation100m-1b

The Paul and Phyllis Fireman Charitable Foundation

Allocators

Waltham, MA

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Search this name across graphsid dfx:al:efad028c-a36c-4a65-873e-80b14f6061fe

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 43
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

The Paul and Phyllis Fireman Charitable Foundation

Family foundation · shared ein

Facts

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

Total assets: $179Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 73with an amount; holdings are counted apart
Managers: 7
Funds: 36
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 31, 2024
Consultants: 0
People: 0
EIN: 222677986

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 73

Vehicle	Manager	Bucket	Value	As of	Kind	Source
WA PRIVATE EQUITY FUND VI LLC	Windrose Advisors LLC	Private equity	$10.6M	Dec 31, 2024	commingled	Irs 990
SANDALWOOD CREDIT OPPORTUNITIES	n/a	Private credit	$10.5M	Dec 31, 2024	commingled	Irs 990
WA PRIVATE EQUITY FUND VII, LLC	Windrose Advisors LLC	Private equity	$10.3M	Dec 31, 2024	commingled	Irs 990
WA GLOBAL EQUITY FUND LLC	n/a	Public equity	$9.4M	Dec 31, 2024	commingled	Irs 990
WA PRIVATE EQUITY FUND IX, LLC	Windrose Advisors LLC	Private equity	$7.0M	Dec 31, 2024	commingled	Irs 990
WA PRIVATE EQUITY FUND VIII, LLC	Windrose Advisors LLC	Private equity	$6.3M	Dec 31, 2024	commingled	Irs 990
WA PRIVATE EQUITY FUND V LLC	Windrose Advisors LLC	Private equity	$5.3M	Dec 31, 2024	commingled	Irs 990
WINDROSE - AV LLC	Windrose Advisors LLC	Private equity	$4.3M	Dec 31, 2024	commingled	Irs 990
ND BURLINGTON SOUTH AVENUE LLC	n/a	Private equity	$4.3M	Dec 31, 2024	commingled	Irs 990
WINDROSE - MCP IV LLC	Windrose Advisors LLC	Private equity	$2.9M	Dec 31, 2024	commingled	Irs 990
WA PRIVATE EQUITY FUND X LLC	Windrose Advisors LLC	Private equity	$2.9M	Dec 31, 2024	commingled	Irs 990
CHARLES RIVER INSTITUTIONAL FUND II LP	n/a	Private equity	$2.8M	Dec 31, 2024	commingled	Irs 990
WA PRIVATE EQUITY FUND XI LLC	Windrose Advisors LLC	Private equity	$2.2M	Dec 31, 2024	commingled	Irs 990
WINDROSE WRPV XIII LLC	Windrose Advisors LLC	Private equity	$2.2M	Dec 31, 2024	commingled	Irs 990
ALTIMETER PARTNERS FUND LP	n/a	Private equity	$2.1M	Dec 31, 2024	commingled	Irs 990
WINDROSE - ENERGY FUND IV LLC	Windrose Advisors LLC	Natural resources	$2.1M	Dec 31, 2024	commingled	Irs 990
FIRST BOSTON BRIDGE LENDING POOL IV LLC	n/a	Private equity	$1.9M	Dec 31, 2024	commingled	Irs 990
WINDROSE - ND MIDTOWN LLC	Windrose Advisors LLC	Private equity	$1.7M	Dec 31, 2024	commingled	Irs 990
WINDROSE - LATERAL LLC	Windrose Advisors LLC	Private equity	$1.6M	Dec 31, 2024	commingled	Irs 990
CENTERBRIDGE PARTNERS REAL ESTATE FUND, L.P.	Centerbridge Partners, LP	Real estate	$1.5M	Dec 31, 2024	commingled	Irs 990
WA PRIVATE EQUITY FUND XII LLC	Windrose Advisors LLC	Private equity	$1.5M	Dec 31, 2024	commingled	Irs 990
WINDROSE WRPV XIV LLC	Windrose Advisors LLC	Private equity	$1.4M	Dec 31, 2024	commingled	Irs 990
CARMEL PARTNERS INVESTMENT FUND VIII, LP	n/a	Private equity	$1.4M	Dec 31, 2024	commingled	Irs 990
WINDROSE - ECF XI LLC	Windrose Advisors LLC	Private equity	$1.4M	Dec 31, 2024	commingled	Irs 990
WINDROSE - AC VI LLC	Windrose Advisors LLC	Private equity	$1.4M	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
Windrose Advisors LLC	n/a	Dec 31, 2024	n/a	yes	fact
Centerbridge Partners, LP	n/a	Dec 31, 2024	n/a	yes	fact
Caius Capital LLP	n/a	Dec 31, 2024	n/a	yes	fact
Edison Partners Management, LLC	n/a	n/a	n/a	yes	fact
Turning Rock Partners, L.P.	n/a	n/a	n/a	yes	fact
Shasta Ventures	n/a	n/a	n/a	yes	fact
Marlin Equity Partners	n/a	n/a	n/a	yes	fact

Relationships

Manages for (7)

← Windrose Advisors LLCManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Centerbridge Partners, LPManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Caius Capital LLPManager with allocator capital
Dec 31, 2024 to presentfactForm 990
← Edison Partners Management, LLCManager with allocator capital
factForm 990
← Turning Rock Partners, L.P.Manager with allocator capital
factForm 990
← Shasta VenturesManager with allocator capital
factForm 990
← Marlin Equity PartnersManager with allocator capital
factForm 990

Lp of (36)

→ Windrose Ecf Xi LLCVehicle with allocator capital
factForm 990
→ Windrose - Anr III Fund LLCVehicle with allocator capital
factForm 990
→ WA Private Equity Fund V, LcVehicle with allocator capital
factForm 990
→ Windrose - Sc II LLCVehicle with allocator capital
factForm 990
→ Windrose - Advent VII LLCVehicle with allocator capital
factForm 990
→ WA Private Equity Fund Xi, LcVehicle with allocator capital
factForm 990
→ Windrose - Energy Fund IV LLCVehicle with allocator capital
factForm 990
→ WA Private Equity Fund Xii, LLCVehicle with allocator capital
factForm 990
→ WA Private Credit Fund IV, LLCVehicle with allocator capital
factForm 990
→ Windrose-Vwh Fund LLCVehicle with allocator capital
factForm 990
→ Shasta Ventures IV, LLCVehicle with allocator capital
factForm 990
→ Marlin Heritage, L.P.Vehicle with allocator capital
factForm 990
→ WA Private Equity Fund X, LcVehicle with allocator capital
factForm 990
→ Turning Rock Fund I LPVehicle with allocator capital
factForm 990
→ Windrose - Ivp Xv LLCVehicle with allocator capital
factForm 990
→ Edison Partners X, LPVehicle with allocator capital
factForm 990
→ Windrose - Mep IV LLCVehicle with allocator capital
factForm 990
→ Windrose- Kennedy Lewis LLCVehicle with allocator capital
factForm 990
→ Windrose - Ovp IV LLCVehicle with allocator capital
factForm 990
→ Fca-Berkshire LLCVehicle with allocator capital
factForm 990
→ Windrose - Wrpv Xiv LLCVehicle with allocator capital
factForm 990
→ Windrose - Av LLCVehicle with allocator capital
factForm 990
→ Windrose Wrpv Xiii LLCVehicle with allocator capital
factForm 990
→ WA Private Equity Fund Ix, LcVehicle with allocator capital
factForm 990
→ WA Private Equity Fund VII, LLCVehicle with allocator capital
factForm 990
→ Windrose - Tb IV LLCVehicle with allocator capital
factForm 990
→ WA Ares LLCVehicle with allocator capital
factForm 990
→ WA Private Equity Fund VI, LLCVehicle with allocator capital
factForm 990
→ Windrose - Anr Fund LLCVehicle with allocator capital
factForm 990
→ Windrose- Mcp IV LLCVehicle with allocator capital
factForm 990
and 6 more

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:efad028c-a36c-4a65-873e-80b14f6061fe
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.