DFX Intelligence

4 more managers and 20 more commitments

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Leon and Toby Cooperman Family Foundation

Foundation· Boca Raton, Florida

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

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

As of 2026-09-15 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $550M
Fund commitments: 23
Managers: 7

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (23)Allocation policy Managers

As of 2026-09-15 · 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

Leon and Toby Cooperman Family Foundation

Funds committed to

ORCM HELIUM LP1 commitment
STAR MOUNTAIN PARTNERS FUND IV LLC1 commitment
ORCM HELIUM OFFSHORE LP1 commitment

All 7

Managers

Chatham Asset Management, LLC2 commitments
OFF Road Capital Management LLC1 commitment
Basepoint Advisors LLC1 commitment

All 7

Size, funding, policy and commitments, with their basesFoundation · EIN 133102941Show

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

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

Chatham Asset Management, LLC2 rows, latest Jan 31, 2025
OFF Road Capital Management LLC1 row, latest Jan 31, 2025
Basepoint Advisors LLC1 row, latest Jan 31, 2025

+4 more managers received commitments

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

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

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

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Jan 31, 2025	ORCM HELIUM LP	OFF Road Capital Management LLC	Private equity	$2.5M held	2021	Disclosed holding	apps.irs.gov
as of Jan 31, 2025	CHATHAM ASSET PRIVATE DEBT AND STRATEGIC CAPITAL OFFSHORE FUND II, LP	Chatham Asset Management, LLC	Private credit	$13.3M held		Disclosed holding	apps.irs.gov
as of Jan 31, 2025	CHATHAM ASSET PRIVATE DEBT AND STRATEGIC CAPITAL FUND, LP	Chatham Asset Management, LLC	Private credit	$25.8M held		Disclosed holding	apps.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: EIN 133102941

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

Leon and Toby Cooperman Family Foundation 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

Leon and Toby Cooperman Family Foundation 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

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