This allocator's name and 1 more commitment
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 Connecticut
Foundation, based in New Britain, Connecticut, reporting $107M in assets.
Composed from this allocator's classification, location and filed figures.
- Assets
- $107M
- Fund commitments
- 4
- Managers
- 2
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- Loomis Sayles1 commitment
- Commonfund Ocio, Inc.1 commitment
Size, funding, policy and commitments, with their basesFoundationShowHide
- Loomis Sayles1 row, latest Dec 31, 2025
- Commonfund Ocio, Inc.1 row, latest Dec 31, 2025
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | LOOMIS SAYLES GLOBAL ALLOCATION FUND N (LGMNX) 1,904,347.096 SHARES | Loomis Sayles | Private equity | $49.0M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2025 | COMMONFUND OCIO GLOBAL EQUITY LLC | Commonfund Ocio, Inc. | Public equity | $34.7M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2025 | CF OCIO CORE REAL ESTATE FUND, LLC | CF Ocio Core Real Estate | Real estate | $2.5M held | Disclosed holding | apps.irs.gov |
+1 more commitment
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 2 traced paths of capital across the graphs.
DFX traced 2 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.
Checking your plan…
›Connections
every published relationship on the graph
+2 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.