This allocator's name, 4 more managers and 20 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Foundation in Florida

Foundation· Boca Raton, Florida

Foundation, based in Boca Raton, Florida, reporting $550M in assets.

Composed from this allocator's classification, location and filed figures.

Assets
$550M
Fund commitments
23
Managers
7
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (23)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

Capital path

who backs this record, through what, into what; each name opens its own path
Foundation in Florida
Funds committed to
All 7
Managers
All 7
Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$550M
Total assets, Jan 31, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Jan 31, 2025
Commitments
23
7 managers on Schedule C
Allocation policy
IRS 990, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
  • CAPITAL Z PARTNERS (FIDELIS), L.P. $4.1M
  • CAPITAL Z PARTNERS (MGA), L.P. $6.0M
Consultants and advisers
No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
23 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jan 31, 2025ORCM HELIUM LPOFF Road Capital Management LLCPrivate equity$2.5M held2021Disclosed holdingapps.irs.gov
as of Jan 31, 2025CHATHAM ASSET PRIVATE DEBT AND STRATEGIC CAPITAL OFFSHORE FUND II, LPChatham Asset Management, LLCPrivate credit$13.3M heldDisclosed holdingapps.irs.gov
as of Jan 31, 2025CHATHAM ASSET PRIVATE DEBT AND STRATEGIC CAPITAL FUND, LPChatham Asset Management, LLCPrivate credit$25.8M heldDisclosed holdingapps.irs.gov

+20 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding
3 readings
Total assets
$550M Jan 31, 2025 reported IRS 990
$581M (2025-01)
Income
$189M Jan 31, 2025 reported IRS BMF
Provenance
Identifiers: none on file
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: private markets allocation target.

Across the graphs

This record is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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Capital chain

This record sits on 7 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 7 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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›Connections

every published relationship on the graph

+14 connections on the graph

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