This allocator's name, 7 more managers and 18 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 North Dakota
Foundation, based in Fargo, North Dakota, reporting $381M in assets.
Composed from this allocator's classification, location and filed figures.
- Assets
- $381M
- Fund commitments
- 21
- Managers
- 10
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- Thomas K EspelEXECUTIVE DIRECTOR
- WCM FOCUSED GLOBAL GROWTH FUND LP1 commitment
- FORWARD FUND I-A LP1 commitment
- PPC AV 1 LLC1 commitment
- Cohen & Steers1 commitment
- WCM Investment Management1 commitment
- Arthur Ventures Management, LLC1 commitment
Size, funding, policy and commitments, with their basesFoundationShowHide
- Thomas K Espel EXECUTIVE DIRECTORExecutive director / CEO
- Cohen & Steers1 row, latest Dec 31, 2024
- WCM Investment Management1 row, latest Dec 31, 2024
- Arthur Ventures Management, LLC1 row, latest Dec 31, 2024
+7 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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | COHEN & STEERS REAL ESTATE SECURITIES FUND | Cohen & Steers | Real estate | $11.9M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | WCM FOCUSED GLOBAL GROWTH FUND LP | WCM Investment Management | Private equity | $5.2M held | 2016 | Disclosed holding | apps.irs.gov |
| as of Dec 31, 2024 | FORWARD FUND I-A LP | Forward | Private equity | $573,239 held | Disclosed holding | apps.irs.gov |
+18 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 8 traced paths of capital across the graphs.
DFX traced 8 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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.