This allocator's name, 6 more managers and 13 more commitments

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Foundation in Montana

Foundation· Bozeman, Montana

Foundation, based in Bozeman, Montana, reporting $287M in assets.

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

Assets
$287M
Fund commitments
16
Managers
9
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (16)Managers
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 Montana
Funds committed to
All 6
Managers
All 9
Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$287M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
16
9 managers on Schedule C
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
9 managers on the commitment tape
From the plan’s own commitment disclosures

+6 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
16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ARBOUR LANE CREDIT OPP FD II (B) LPArbour Lane Capital Management LPPrivate credit$6.9M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024ARLINGTON CAPITAL PARTNERS VI LPArlington Capital PartnersPrivate equity$2.8M held2023Disclosed holdingapps.irs.gov
as of Dec 31, 2024MIDOCEAN PARTNERS V LPMidocean US Advisor, L.P.Private equity$6.2M held2018Disclosed holdingapps.irs.gov

+13 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
$284M Dec 31, 2024 reported IRS BMF
$287M (2024-12)
Income
$74.5M Dec 31, 2024 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, allocation policy.

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 14 traced paths of capital across the graphs.

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

DFX traced 14 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

+15 connections on the graph

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