This allocator's name, 1 more manager and 6 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Foundation in California
Foundation, based in Pasadena, California, reporting $107M in assets.
Composed from this allocator's classification, location and filed figures.
- Assets
- $107M
- Fund commitments
- 9
- Managers
- 4
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- MULTIVERSE INVESTMENT FUND I, LP1 commitment
- DFJG V, LLC1 commitment
- HERSHISER INCOME FUND IV LP1 commitment
- Whittier Advisors, LLC3 commitments
- Multiverse Investment1 commitment
- Greatpoint Investment Management, LLC1 commitment
Size, funding, policy and commitments, with their basesFoundationShowHide
- Whittier Advisors, LLC3 rows, latest Dec 31, 2024
- Multiverse Investment1 row, latest Dec 31, 2024
- Greatpoint Investment Management, LLC1 row, latest Dec 31, 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | WHITTIER SMALL CAP FUND, LP | Whittier Advisors, LLC | Public equity | $10.5M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | MULTIVERSE INVESTMENT FUND I, LP | Multiverse Investment | Private equity | $1.1M held | 2018 | Disclosed holding | apps.irs.gov |
| as of Dec 31, 2024 | DFJG V, LLC | Dfjg | Private equity | $91,256 held | Disclosed holding | apps.irs.gov |
+6 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 3 traced paths of capital across the graphs.
DFX traced 3 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…
›Connections
every published relationship on the graph
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.