36 more managers, 89 more commitments and 1 more dated event

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Peter G Peterson Foundation

Foundation· New York, New York

Foundation, based in New York, New York, reporting $1.2B in assets.

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

Assets
$1.2B
Fund commitments
92
Managers
39
As of · the latest dated event for this allocator; each figure carries its own filing or report date

What may matter next

A pattern DFX replayed against history, using only what was known on each date, points at this record. The rate belongs to the pattern, not to this entity; what already happened is below.

Allocators · Re-upWindow to Sep 2027

P•••• G• P••••••• F•••••••••

Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedP•••• G• P••••••• F••••••••• h•••• W••••• H••••••• I• L• a•• t•• m•••••••• n••• f••• i• t••• s•••••• W••••• H••••••• I•• L•• i• o••• •••••••••
  • DerivedN• c••••••••• t• t•• n•• f••• a•••••• o• t•• p••••• f•••••• y•••
Why it matters

This allocator committed to the prior fund of a series that now has a successor fund. Existing LPs are the first calls in any raise, so this is the re-up list for the GP, and for a competing GP it shows whose capital may be in play.

Who this is for

GPs raising a successor fund, placement agents, and competing GPs in the same strategy.

Can you reach them

No decision maker identified yet.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.
Allocators · Re-upWindow to Sep 2027

P•••• G• P••••••• F•••••••••

Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedP•••• G• P••••••• F••••••••• h•••• F•••••• V••••••• I•• L• a•• t•• m•••••••• n••• f••• i• t••• s•••••• F•••••• V••••••• X• L•••• i• o••• ••••• c•••••••
  • DerivedN• c••••••••• t• t•• n•• f••• a•••••• o• t•• p••••• f•••••• y•••
Why it matters

This allocator committed to the prior fund of a series that now has a successor fund. Existing LPs are the first calls in any raise, so this is the re-up list for the GP, and for a competing GP it shows whose capital may be in play.

Who this is for

GPs raising a successor fund, placement agents, and competing GPs in the same strategy.

Can you reach them

No decision maker identified yet.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.
Allocators · Re-upWindow to Sep 2027

P•••• G• P••••••• F•••••••••

Emerging

Watch for: commits to the successor fund by Sep 2027.

What DFX sees in the record
  • DerivedP•••• G• P••••••• F••••••••• h•••• N•••• S•••••• S••••••••• I••• L• a•• t•• m•••••••• n••• f••• i• t••• s•••••• N•••• S•••••• S••••••••• I•• L•••• i• o••• •••••••••
  • DerivedN• c••••••••• t• t•• n•• f••• a•••••• o• t•• p••••• f•••••• y•••
Why it matters

This allocator committed to the prior fund of a series that now has a successor fund. Existing LPs are the first calls in any raise, so this is the re-up list for the GP, and for a competing GP it shows whose capital may be in play.

Who this is for

GPs raising a successor fund, placement agents, and competing GPs in the same strategy.

Can you reach them

No decision maker identified yet.

Read with care: the rate belongs to the pattern, not to this one; it is not a forecast.

How the pattern measured, and every other entity on it: re-up prospects.

What matters now

  1. 1
    re-up prospects

    1 re-up prospect was flagged in the last twelve months: a manager it backed raising a successor fund.

    Managers it already backs are raising again; a re-up decision is coming.

    Inferencea successor fund observed for a manager the plan backsRe-up prospects →

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
Peter G Peterson Foundation
Managers
All 39
Size, funding, policy and commitments, with their basesFoundation · EIN 260316905Show
Foundation
Assets
$1.2B
Total assets, Mar 31, 2025 reported
Funded
no pension liability
not filed
Private markets target
no policy read
policy Mar 31, 2025
Commitments
92
39 managers on Schedule C
Allocation policy
IRS 990, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • H CAPITAL V, LP $5.1M
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
1 role
Manager roster
39 managers on the commitment tape
From the plan’s own commitment disclosures

+36 more managers received commitments

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

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What changed
6 events
  • Sep 23, 2026re up prospect resolvedreport dateinference
    Re-up prospect for Luminate Capital Partners IV, LP: condition no longer holds; not judged
    with Luminate Capital Partnersno URL
  • Sep 16, 2026Re-up prospectreport dateinference
    Peter G Peterson Foundation holds WNDRCO HOLDINGS II LP; the manager is raising: WndrCo Holdings III LP (fundraising, seen 2026-09-16); no commitment to it on the graph
    with Wndrco Capital Management LLCno URL
  • May 29, 2025Re-up prospectinference
    Peter G Peterson Foundation holds FELICIS VENTURES IX, LP; the manager has a newer fund open: Felicis Ventures X, L.P. (newly closed, Form D first sale 2025-05-29); no commitment to it on the graph
    with Felicis Venturesno URL
  • Dec 10, 2024Re-up prospectinference
    Peter G Peterson Foundation holds ROARK CAPITAL PARTNERS V (TE) LP; the manager is raising: Roark Capital Partners VII (TE) LP (fundraising, Form D first sale 2024-12-10); no commitment to it on the graph; 1 fund(s) of the series between them not held either
    with Roark Capital Management, LLCno URL
  • Jul 24, 2024Re-up prospectinference
    Peter G Peterson Foundation holds LUMINATE CAPITAL PARTNERS III, LP; the manager has a newer fund open: Luminate Capital Partners IV, LP (state not recorded, Form D first sale 2024-07-24); no commitment to it on the graph
    with Luminate Capital Partnersno URL

+1 more dated event

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
92 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025ACE REDPOINT OPPORTUNITY II, LPACE Redpoint Management Company, Ltd.Private equity$153,577 heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025BAUPOST VALUE PARTNERS, LP - IVThe Baupost Group, L.L.C.Private equity$7.7M heldDisclosed holdingapps.irs.gov
as of Mar 31, 2025CANTILLON GLOBAL EQUITY LPCantillonPublic equity$82.9M heldDisclosed holdingapps.irs.gov

+89 more commitments

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

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Size and funding
3 readings
Total assets
$1.2B Mar 31, 2025 reported IRS 990
$1.2B (2025-03)
Income
$65.8M Mar 31, 2025 reported IRS BMF
Provenance
Identifiers: EIN 260316905
Cross-graph: family office graph (shared ein)
First observed Sep 15, 2026, last observed Sep 25, 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

Peter G Peterson 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.

Checking your plan…

Capital chain

Peter G Peterson Foundation sits on 83 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to PE fund to manager to company

DFX traced 83 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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Record history

6 dated events on the change ledger, latest first
  • Re up prospect
    2024-12-10
  • Re up prospect resolved
    2026-09-23
  • Re up prospect
    2023-08-31

+3 more changes on this record's ledger

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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

+100 connections on the graph

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