This allocator's name, 4 more managers and 5 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 Wisconsin
Foundation, based in Wausau, Wisconsin, reporting $135M in assets.
Composed from this allocator's classification, location and filed figures.
- Assets
- $135M
- Fund commitments
- 8
- Managers
- 7
What matters now
- 1re-up prospects
1 re-up prospect was flagged in the last twelve months: a manager it backed raising a successor fund.
Managers it already backs are raising again; a re-up decision is coming.
Capital path
who backs this record, through what, into what; each name opens its own path- Jeffrey StubbeEXECUTIVE DIRECTOR
- SHERIDAN CAPITAL PARTNERS FUND III1 commitment
- CARLYLE PRIVATE EQUITY ACCESS BLOCKER FUND III LP1 commitment
- ICAPITAL PRETIUM SINGLE FAMILY RENTAL FUND III ACCESS FUND LP1 commitment
- Abbott Capital Management LLC1 commitment
- Sheridan Capital Partners1 commitment
- The Carlyle Group1 commitment
Size, funding, policy and commitments, with their basesFoundationShowHide
- Jeffrey Stubbe EXECUTIVE DIRECTORExecutive director / CEO
- Abbott Capital Management LLC1 row, latest Dec 31, 2024
- Sheridan Capital Partners1 row, latest Dec 31, 2024
- The Carlyle Group1 row, latest Dec 31, 2024
+4 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.
- Sep 24, 2026re up prospect resolvedreport dateinferenceRe-up prospect for Sheridan Capital Partners Fund IV, LP: condition no longer holds; not judgedwith Sheridan Capital Partnersno URL
- Sep 23, 2026Re-up prospectreport dateinferencewith Sheridan Capital Partnersno URL
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ABBOTT SECONDARY OPPORTUNITIES FUND II, LP - OFFSHORE | Abbott Capital Management LLC | Private equity | $930,211 held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | SHERIDAN CAPITAL PARTNERS FUND III | Sheridan Capital Partners | Private equity | $177,684 held | 2022 | Disclosed holding | apps.irs.gov |
| as of Dec 31, 2024 | CARLYLE PRIVATE EQUITY ACCESS BLOCKER FUND III LP | The Carlyle Group | Private equity | $687,792 held | Disclosed holding | apps.irs.gov |
+5 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 12 traced paths of capital across the graphs.
DFX traced 12 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
- Re up prospect resolved2026-09-24
- Re up prospect2026-09-23
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
+10 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.