Skip to main content
Institutional Trust IRS Form 990 Sched D Roadshow Hub: Pittsburgh, PA HQ: Pittsburgh, PA

Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust

$4.0B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($353.4M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Multi-Strategy, Real Estate, Buyout, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$353.4M
Total AUM: $4.0B
Median Disclosed Amount
$16.0M
Range: $13.0M – $21.4M
Disclosed Fund Multiples
12.3% Mean IRR (n=10) · 1.35x Mean TVPI (n=10)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Disclosed Amount Disclosed Performance Primary Source Trail
KKR Opportunistic Real Estate Credit Fund II Private Credit 2025
$18.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Sixth Street TAO Global Private Credit 2025
$16.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
WCP New Cold III Buyout 2025
$14.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Walleye Opportunities Fund LP Multi-Strategy 2025
$13.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
VWH Partners IV LP Buyout 2025
$13.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust (Institutional Trust, $4.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 12.7% Actual; $72.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 12.7% actual on $4.0B total assets). Gatekeeper / Intake Conduit: NEPC.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust

751 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust (21 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Coldwater East Hampton Carmichael Mutual & Casualty Insurance General Account

Insurance Company Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
VPC Asset Backed Opportunistic Credit Fund II, L.P. (2025 Vintage)
Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust: $19.2M · IRS Form 990 Sched D
Coldwater East Hampton Carmichael Mutual & Casualty Insurance General Account: $55.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Voleon Institutional Strategies Fund LP (2025 Vintage) · WCM Focused International Growth Fund LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Varma Mutual Pension Insurance Company (Finland)

Insurance Company Helsinki, Finland
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Voleon Institutional Strategies Fund LP (2025 Vintage)
Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
Varma Mutual Pension Insurance Company (Finland): $124.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: VPC Asset Backed Opportunistic Credit Fund II, L.P. (2025 Vintage) · WCM Focused International Growth Fund LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Hillsborough Hill Country Eastwood Regional Health System Master Investment Pool

Healthcare / Hospital System California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
WCM Focused International Growth Fund LP (2025 Vintage)
Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust: $15.5M · IRS Form 990 Sched D
Hillsborough Hill Country Eastwood Regional Health System Master Investment Pool: $31.8M · IRS Form 990 Sched D

Additional shared vehicles: VPC Asset Backed Opportunistic Credit Fund II, L.P. (2025 Vintage) · Voleon Institutional Strategies Fund LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+748 Additional Institutional LPs Report Shared Vehicles with Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (751 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust and our interactive GP workspace.

Strategies Disclosed by Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust

Private Credit LPs →Multi-Strategy LPs →Real Estate LPs →Buyout LPs →Venture Capital LPs →

Frequently Asked Questions: Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Pittsburgh, PA; Headquarters: Pittsburgh, PA). Across 22 historical disclosure records tracked on Prilago ($353.4M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $21.4M).

Which private-market strategies appear in Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust's public disclosures?

Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Multi-Strategy, Real Estate, Buyout, Venture Capital. Open preview records include KKR Opportunistic Real Estate Credit Fund II (2025 Vintage), Sixth Street TAO Global (2025 Vintage), WCP New Cold III (2025 Vintage), Walleye Opportunities Fund LP (2025 Vintage).

How are Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust cite primary public disclosures (IRS Form 990 Sched D), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/allegheny-valley-flathead-valley-sheffield-permanent-endowment-and-fiduciary-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Allegheny Valley Flathead Valley Sheffield Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 751 institutional LPs across 21 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Coldwater East Hampton Carmichael Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. VPC Asset Backed Opportunistic Credit Fund II, L.P. (2025 Vintage)), Varma Mutual Pension Insurance Company (Finland) (9 shared vehicles, e.g. Voleon Institutional Strategies Fund LP (2025 Vintage)), Hillsborough Hill Country Eastwood Regional Health System Master Investment Pool (9 shared vehicles, e.g. WCM Focused International Growth Fund LP (2025 Vintage)).

Related Institutional Trust & Pittsburgh, PA Institutional LPs

Episcopal Church Medical Trust & Church Pension Group Institutional Pool (28)Public Officials Benefit Association (POBA Korea) (28)Arizona State Land Department Permanent Endowment Trust (Office of the State Treasurer) (27)Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust (27)Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust (27)Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust (27)Cosumnes Bucksport Vanderbilt Permanent Endowment & Fiduciary Trust (27)Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust (27)Delmarva Coos Bay Wakefield Permanent Endowment & Fiduciary Trust (27)Deschutes Chebacco Bernstein Permanent Endowment & Fiduciary Trust (27)