This allocator's name
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 Ohio
Foundation, based in Perrysburg, Ohio, reporting $124M in assets.
Composed from this allocator's classification, location and filed figures.
- Assets
- $124M
- Fund commitments
- 3
- Managers
- 2
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- Breta CooperEXECUTIVE DIRECTOR
- AEW Core Property Trust1 commitment
- WCM Investment Management1 commitment
Size, funding, policy and commitments, with their basesFoundationShowHide
- Breta Cooper EXECUTIVE DIRECTORExecutive director / CEO
- AEW Core Property Trust1 row, latest Dec 31, 2024
- WCM Investment Management1 row, latest Dec 31, 2024
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | METROPOLITAN REAL ESTATE PARTNERS GLOBAL III, LP | Metropolitan Real Estate Global | Real estate | $52,236 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | AEW CORE PROPERTY (U.S.), LP | AEW Core Property Trust | Real estate | $6.6M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | WCM FOCUSED INTERNATIONAL GROWTH (WCMIX) 751,272.365 QTY | WCM Investment Management | Private equity | $16.3M held | Disclosed holding | apps.irs.gov |
Provenance
Not yet on record: private markets allocation target, allocation policy.
This record is the same institution as 1 record in Family Offices.
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This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.