This allocator's name, 12 more managers and 43 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 Texas

Foundation· Lakeway, Texas

Foundation, based in Lakeway, Texas, reporting $192M in assets.

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

Assets
$192M
Fund commitments
46
Managers
15
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

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Emerging

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

What DFX sees in the record
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  • 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.

Nothing material in the last 90 days. Last change: 28 Jun 2024, Re up prospect.

Capital path

who backs this record, through what, into what; each name opens its own path
Foundation in Texas
Funds committed to
All 6
Managers
All 15
Size, funding, policy and commitments, with their basesFoundationShow
Foundation
Assets
$192M
Total assets, Dec 31, 2024 reported
Funded
no pension liability
not filed
Private markets target
no policy read
no policy read
Commitments
46
15 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
15 managers on the commitment tape
From the plan’s own commitment disclosures

+12 more managers 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.

What changed
1 event
  • Jun 28, 2024Re-up prospectreport dateinference
    with Stepstone Group LPno URL
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
46 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Lord Abbett Credit OpportunitiesLord AbbettPrivate credit$2.2M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Loomis Sayles Small Cap GrowthLoomis SaylesPublic equity$4.6M heldDisclosed holdingapps.irs.gov
as of Dec 31, 2024Tweedy Browne Internatl Value FundTweedy, Browne Company LLCPrivate equity$3.6M heldDisclosed holdingapps.irs.gov

+43 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
$192M Dec 31, 2024 reported IRS BMF
$192M (2024-12)
Income
$101M 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 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, 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.

Checking your plan…

Capital chain

This record sits on 6 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 6 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

1 dated event on the change ledger, latest first
  • Re up prospect
    2024-06-28

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

+21 connections on the graph

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