This manager's name, 4 more allocators, 3 more funds, 10 more corporate plans and 11 more commitment rows
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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Private markets manager in Florida
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Umass Memorial Health Care Pension Plan | 3 | 0 | Pooled vehicles | Sep 30, 2023 | Sep 30, 2025 | |
| Modern Woodmen of America Employees' Retirement Plan | 3 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 | |
| Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United | 3 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 |
+4 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
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- A fund of this manager6 rows
- A fund of this manager3 rows
- A fund of this manager2 rows
+3 more funds on the tape
Every name, record and relationship behind this count, with the source on each.
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- Umass Memorial Health Care Pension Planplan years
- Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers Unitedplan years
- Upstate New York Bakery Drivers and Industry Pension Fundplan years
+10 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
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| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Umass Memorial Health Care Pension Plan | A fund of this managercollective trust | Pooled vehicles | $33.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | John Templeton Foundation | A fund of this manager | Private equity | $197M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | Modern Woodmen of America Employees' Retirement Plan | A fund of this managercollective trust | Pooled vehicles | $18.4M held | Disclosed holding | askebsa.dol.gov |
+11 more commitment rows
Every name, record and relationship behind this count, with the source on each.
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- with this manageraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fundwith this manageraskebsa.dol.gov
- Dec 31, 2023Manager relationship startedNorthern California Tile Industry Defined Benefit Pension Planwith this manageraskebsa.dol.gov
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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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›Connections
every published relationship on the graph
+16 connections on the graph
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