This allocator's name, 1 more manager and 7 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 New Jersey
Foundation, based in Princeton, New Jersey, reporting $122M in assets.
Composed from this allocator's classification, location and filed figures.
- Assets
- $122M
- Fund commitments
- 10
- Managers
- 4
Nothing material in the last 90 days. Last change: 24 Sep 2026, Re-up prospect for PEG Global Private Equity XII SCSp SICAV-RAIF: condition no longer holds; not judged.
Capital path
who backs this record, through what, into what; each name opens its own path- Atiya S WeissEXECUTIVE DIRECTOR
- CPI (CARLYLE PROPERTY) PRIVATE INVESTORS, LLC1 commitment
- CLARION PRIVATE INVESTORS, LLC1 commitment
- BREP X PRIVATE INVESTORS, LLC1 commitment
- J.P. Morgan Private Investments Inc.3 commitments
- J.P. Morgan Investment Management Inc.3 commitments
- WCM Investment Management1 commitment
Size, funding, policy and commitments, with their basesFoundationShowHide
- Atiya S Weiss EXECUTIVE DIRECTORExecutive director / CEO
- J.P. Morgan Private Investments Inc.3 rows, latest Nov 30, 2024
- J.P. Morgan Investment Management Inc.3 rows, latest Nov 30, 2024
- WCM Investment Management1 row, latest Nov 30, 2024
+1 more manager 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.
- Sep 24, 2026re up prospect resolvedreport dateinferenceRe-up prospect for PEG Global Private Equity XII SCSp SICAV-RAIF: condition no longer holds; not judgedwith J.P. Morgan Investment Management Inc.no URL
- Dec 20, 2024Re-up prospectinferencewith J.P. Morgan Investment Management Inc.no URL
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | CPI (CARLYLE PROPERTY) PRIVATE INVESTORS, LLC | J.P. Morgan Private Investments Inc. | Real estate | $3.5M held | 2018 | Disclosed holding | apps.irs.gov |
| as of Nov 30, 2024 | CLARION PRIVATE INVESTORS, LLC | J.P. Morgan Private Investments Inc. | Private equity | $990,742 held | 2017 | Disclosed holding | apps.irs.gov |
| as of Nov 30, 2024 | BREP X PRIVATE INVESTORS, LLC | J.P. Morgan Private Investments Inc. | Private equity | $769,320 held | Disclosed holding | apps.irs.gov |
+7 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.
Provenance
Not yet on record: private markets allocation target, allocation policy.
This record is the same institution as 1 record in Family Offices.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
This record sits on 12 traced paths of capital across the graphs.
DFX traced 12 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.
Checking your plan…
Record history
- Re up prospect resolved2026-09-24
- Re up prospect2024-12-20
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+11 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.