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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Massachusetts / New England HQ: Keene, NH

Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust

$5.5B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($395.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Growth Equity, Real Estate, Private Credit (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$395.2M
Total AUM: $5.5B
Median Disclosed Amount
$18.5M
Range: $13.0M – $29.3M
Disclosed Fund Multiples
13.4% Mean IRR (n=9) · 1.67x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Lone Star Real Estate Fund VII Real Estate 2025
$17.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Providence Strategic Growth III Growth Equity 2025
$15.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
EnCap Energy Transition Fund II Infrastructure 2025
$14.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
CV Consortio Fund L.P. Private Equity 2025
$18.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
H.I.G. Middle Market Direct Lending Fund IV Private Credit 2023
$23.8M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Ashuelot Allegheny Valley Lindqvist 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

Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 12.3% Actual; $121.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$54M–$103M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 12.3% actual on $5.5B total assets). Gatekeeper / Intake Conduit: Cliffwater.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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Pacing & Allocation Policy Pilot Gated

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

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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

585 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust (20 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 10 Shared Vehicles

Brookline Ausable Harrington Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Middle Market Direct Lending Fund IV (2025 Vintage)
Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust: $23.8M · IRS Form 990 Sched D
Brookline Ausable Harrington Mutual & Casualty Insurance General Account: $54.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: H.I.G. Capital Partners XI (2023 Vintage) · H.I.G. Capital Partners X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Capital Partners XI (2023 Vintage)
Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust: $20.2M · IRS Form 990 Sched D
Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory: $67.5M · SEC Form ADV 7.B

Additional shared vehicles: H.I.G. Middle Market Direct Lending Fund IV (2025 Vintage) · H.I.G. Capital Partners X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Fort Washington Investment Advisors

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
H.I.G. Capital Partners X (2023 Vintage)
Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust: $18.8M · IRS Form 990 Sched D
Fort Washington Investment Advisors: $142.0M · SEC Form ADV 7.B

Additional shared vehicles: H.I.G. Middle Market Direct Lending Fund IV (2025 Vintage) · H.I.G. Capital Partners XI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+582 Additional Institutional LPs Report Shared Vehicles with Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (585 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust

Buyout LPs →Infrastructure LPs →Growth Equity LPs →Real Estate LPs →Private Credit LPs →

Frequently Asked Questions: Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust

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

Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Keene, NH). Across 21 historical disclosure records tracked on Prilago ($395.2M total parsed USD across disclosed rows), the median disclosed amount is $18.5M (range: $13.0M to $29.3M).

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

Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Infrastructure, Growth Equity, Real Estate, Private Credit. Open preview records include Lone Star Real Estate Fund VII (2025 Vintage), Providence Strategic Growth III (2025 Vintage), EnCap Energy Transition Fund II (2025 Vintage), CV Consortio Fund L.P. (2025 Vintage).

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

Records for Ashuelot Allegheny Valley Lindqvist 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 Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/ashuelot-allegheny-valley-lindqvist-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 Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Ashuelot Allegheny Valley Lindqvist Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 585 institutional LPs across 20 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 Brookline Ausable Harrington Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. H.I.G. Middle Market Direct Lending Fund IV (2025 Vintage)), Guadalupe Great Miami Harrington Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. H.I.G. Capital Partners XI (2023 Vintage)), Fort Washington Investment Advisors (8 shared vehicles, e.g. H.I.G. Capital Partners X (2023 Vintage)).

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