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AllocatorsAllocatorfoundation100m-1b

Terry Foundation

Allocators

Houston, TX

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:fe36ca60-a3d5-4587-82e0-a54355684e19

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, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
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

Terry Foundation

Family foundation · shared ein

Facts

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

Total assets: $492Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Commitments: 49with an amount; holdings are counted apart
Managers: 7
Funds: 13
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: 311551093

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
Blackstone Alternatives Solution IV Fund (Offshore), L.P.	n/a	Private equity	$19.8M	Dec 31, 2024	commingled	Irs 990
Kayne Anderson Core Real Estate, L.P.	n/a	Real estate	$16.2M	Dec 31, 2024	commingled	Irs 990
Kayne Anderson Real Estate Partners VI, L.P.	n/a	Real estate	$15.5M	Dec 31, 2024	commingled	Irs 990
Kayne Anderson Real Estate Partners V, L.P.	n/a	Real estate	$11.9M	Dec 31, 2024	commingled	Irs 990
Kayne Anderson Real Estate Partners IV, L.P.	n/a	Real estate	$9.3M	Dec 31, 2024	commingled	Irs 990
Millennium Access Fund, Ltd.	n/a	Private equity	$8.8M	Dec 31, 2024	commingled	Irs 990
Summit Partners Concentrated Growth LS/QP Fund Ltd	n/a	Private equity	$6.5M	Dec 31, 2024	commingled	Irs 990
Blackstone Alternatives Solution VIII Fund (Offshore) L.P.	n/a	Private equity	$5.7M	Dec 31, 2024	commingled	Irs 990
Black Diamond Credit Strategies Offshore, Ltd.	n/a	Private credit	$5.7M	Dec 31, 2024	commingled	Irs 990
AQR Delphi Long-Short Equity Offshore Fund, L.P.	n/a	Public equity	$5.3M	Dec 31, 2024	commingled	Irs 990
Hawk Ridge Partners Offshore Ltd.	n/a	Private equity	$5.0M	Dec 31, 2024	commingled	Irs 990
Kayne Commercial Real Estate Debt, LP	n/a	Private credit	$4.9M	Dec 31, 2024	commingled	Irs 990
AG Mortgage Value Participation Fund Ltd.	n/a	Fixed income	$4.4M	Dec 31, 2024	commingled	Irs 990
Blackstone Alternatives Solution VI Fund (Offshore) L.P.	n/a	Private equity	$4.2M	Dec 31, 2024	commingled	Irs 990
CQS ABS Feeder Fund Ltd	n/a	Private equity	$4.0M	Dec 31, 2024	commingled	Irs 990
CRG Partners IV - Cayman Levered (Holdings) L.P.	n/a	Private equity	$4.0M	Dec 31, 2024	commingled	Irs 990
BDCM Offshore Opportunity Fund IV, Ltd.	n/a	Private equity	$3.7M	Dec 31, 2024	commingled	Irs 990
KKR Custom Equity Opportunities Cayman Fund L.P.	n/a	Public equity	$3.1M	Dec 31, 2024	commingled	Irs 990
BDCM Offshore Opportunity Fund V, Ltd.	n/a	Private equity	$3.0M	Dec 31, 2024	commingled	Irs 990
BDCM Opportunity Fund III, L.P.	Black Diamond Capital Management, L.L.C.	Private equity	$2.6M	Dec 31, 2024	commingled	Irs 990
Kayne Anderson Real Estate Debt Fund IV, L.P.	n/a	Private credit	$2.5M	Dec 31, 2024	commingled	Irs 990
Portfolio Advisors Private Equity Fund 2012 (Offshore), L.P.	Portfolio Advisors LLC	Private equity	$2.5M	Dec 31, 2024	commingled	Irs 990
NewRoad Fund III, L.P.	Newroad Capital Partners, LLC	Private equity	$2.4M	Dec 31, 2024	commingled	Irs 990
Z Capital Credit Tactical Fund, L.P.	Z Capital Group, L.L.C.	Private credit	$2.0M	Dec 31, 2024	commingled	Irs 990
Kayne NewRoad Ventures Fund II, L.P.	Newroad Capital Partners, LLC	Private equity	$1.8M	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
Z Capital Partners I, L.P.	n/a	n/a	n/a	n/a	$14.8M	Dec 31, 2024	Reported
Z Capital Partners II-A, L.P.	n/a	n/a	n/a	n/a	$1.1M	Dec 31, 2024	Reported
Z Capital Partners III-A, L.P.	n/a	n/a	n/a	n/a	$8.4M	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
Apollo Management, L.P.	n/a	n/a	n/a	yes	fact
Z Capital Group, L.L.C.	n/a	n/a	n/a	yes	fact
Newroad Capital Partners, LLC	n/a	n/a	n/a	yes	fact
Vista Equity Partners Management, LLC	n/a	n/a	n/a	yes	fact
Portfolio Advisors LLC	n/a	n/a	n/a	yes	fact
Black Diamond Capital Management, L.L.C.	n/a	n/a	n/a	yes	fact
Kayne Anderson Capital Advisors LP	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
Kristin K Eschbach	Cio	cio	n/a	yes	n/a	Irs 990

Relationships

Manages for (7)

← Apollo Management, L.P.Manager with allocator capital
factForm 990
← Z Capital Group, L.L.C.Manager with allocator capital
factForm 990
← Newroad Capital Partners, LLCManager with allocator capital
factForm 990
← Vista Equity Partners Management, LLCManager with allocator capital
factForm 990
← Portfolio Advisors LLCManager with allocator capital
factForm 990
← Black Diamond Capital Management, L.L.C.Manager with allocator capital
factForm 990
← Kayne Anderson Capital Advisors LPManager with allocator capital
factForm 990

Lp of (13)

→ Apollo European Credit Fund, L.P.Vehicle with allocator capital
factForm 990
→ Z Capital Credit Tactical Fund, LPVehicle with allocator capital
factForm 990
→ Newroad Fund III, L.P.Vehicle with allocator capital
factForm 990
→ Vista Equity Partners Fund Vi-A, L.P.Vehicle with allocator capital
factForm 990
→ Portfolio Advisors Private Equity Fund 2012 (offshore), L.P.Vehicle with allocator capital
factForm 990
→ Bdcm Opportunity Fund III, L.P.Vehicle with allocator capital
factForm 990
→ Kayne Senior Credit III Offshore Fund, L.P.Vehicle with allocator capital
factForm 990
→ Bdcm Ptc Investment, L.P.Vehicle with allocator capital
factForm 990
→ GSO Energy Private Investors Offshore LPVehicle with allocator capital
factForm 990
→ Kayne Credit Opportunities Fund (qp), L.P.Vehicle with allocator capital
factForm 990
→ Bdcm Opportunity Fund II, L.P.Vehicle with allocator capital
factForm 990
→ Bdcm Offshore Opportunity Fund IV Aiv, L.P.Vehicle with allocator capital
factForm 990
→ Kayne Newroad Ventures Fund II, LPVehicle with allocator capital
factForm 990

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:fe36ca60-a3d5-4587-82e0-a54355684e19
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.

Terry Foundation

Allocators

Houston, TX

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:fe36ca60-a3d5-4587-82e0-a54355684e19

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Blackstone Alternatives Solution IV Fund (Offshore), L.P.

n/a

Private equity

$19.8M

Dec 31, 2024

commingled

Irs 990

Kayne Anderson Core Real Estate, L.P.

n/a

Real estate

$16.2M

Dec 31, 2024

commingled

Irs 990

Kayne Anderson Real Estate Partners VI, L.P.

n/a

Real estate

$15.5M

Dec 31, 2024

commingled

Irs 990

Kayne Anderson Real Estate Partners V, L.P.

n/a

Real estate

$11.9M

Dec 31, 2024

commingled

Irs 990

Kayne Anderson Real Estate Partners IV, L.P.

n/a

Real estate

$9.3M

Dec 31, 2024

commingled

Irs 990

Millennium Access Fund, Ltd.

n/a

Private equity

$8.8M

Dec 31, 2024

commingled

Irs 990

Summit Partners Concentrated Growth LS/QP Fund Ltd

n/a

Private equity

$6.5M

Dec 31, 2024

commingled

Irs 990

Blackstone Alternatives Solution VIII Fund (Offshore) L.P.

n/a

Private equity

$5.7M

Dec 31, 2024

commingled

Irs 990

Black Diamond Credit Strategies Offshore, Ltd.

n/a

Private credit

$5.7M

Dec 31, 2024

commingled

Irs 990

AQR Delphi Long-Short Equity Offshore Fund, L.P.

n/a

Public equity

$5.3M

Dec 31, 2024

commingled

Irs 990

Hawk Ridge Partners Offshore Ltd.

n/a

Private equity

$5.0M

Dec 31, 2024

commingled

Irs 990

Kayne Commercial Real Estate Debt, LP

n/a

Private credit

$4.9M

Dec 31, 2024

commingled

Irs 990

AG Mortgage Value Participation Fund Ltd.

n/a

Fixed income

$4.4M

Dec 31, 2024

commingled

Irs 990

Blackstone Alternatives Solution VI Fund (Offshore) L.P.

n/a

Private equity

$4.2M

Dec 31, 2024

commingled

Irs 990

CQS ABS Feeder Fund Ltd

n/a

Private equity

$4.0M

Dec 31, 2024

commingled

Irs 990

CRG Partners IV - Cayman Levered (Holdings) L.P.

n/a

Private equity

$4.0M

Dec 31, 2024

commingled

Irs 990

BDCM Offshore Opportunity Fund IV, Ltd.

n/a

Private equity

$3.7M

Dec 31, 2024

commingled

Irs 990

KKR Custom Equity Opportunities Cayman Fund L.P.

n/a

Public equity

$3.1M

Dec 31, 2024

commingled

Irs 990

BDCM Offshore Opportunity Fund V, Ltd.

n/a

Private equity

$3.0M

Dec 31, 2024

commingled

Irs 990

BDCM Opportunity Fund III, L.P.

Black Diamond Capital Management, L.L.C.

Private equity

$2.6M

Dec 31, 2024

commingled

Irs 990

Kayne Anderson Real Estate Debt Fund IV, L.P.

n/a

Private credit

$2.5M

Dec 31, 2024

commingled

Irs 990

Portfolio Advisors Private Equity Fund 2012 (Offshore), L.P.

Portfolio Advisors LLC

Private equity

$2.5M

Dec 31, 2024

commingled

Irs 990

NewRoad Fund III, L.P.

Newroad Capital Partners, LLC

Private equity

$2.4M

Dec 31, 2024

commingled

Irs 990

Z Capital Credit Tactical Fund, L.P.

Z Capital Group, L.L.C.

Private credit

$2.0M

Dec 31, 2024

commingled

Irs 990

Kayne NewRoad Ventures Fund II, L.P.

Newroad Capital Partners, LLC

Private equity

$1.8M

Dec 31, 2024

commingled

Irs 990

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Z Capital Partners I, L.P.

n/a

$14.8M

Dec 31, 2024

Reported

Z Capital Partners II-A, L.P.

n/a

$1.1M

Dec 31, 2024

Reported

Z Capital Partners III-A, L.P.

n/a

$8.4M

Dec 31, 2024

Reported

Manager

Mandate

From

Current

Evidence

Apollo Management, L.P.

n/a

yes

fact

Z Capital Group, L.L.C.

n/a

yes

fact

Newroad Capital Partners, LLC

n/a

yes

fact

Vista Equity Partners Management, LLC

n/a

yes

fact

Portfolio Advisors LLC

n/a

yes

fact

Black Diamond Capital Management, L.L.C.

n/a

yes

fact

Kayne Anderson Capital Advisors LP

n/a

yes

fact

Person

Title

Role

Asset class

Current

From

Source

Kristin K Eschbach

Cio

cio

n/a

yes

n/a

Irs 990