Creative Planning Institutional Advisors
Additional shared vehicles: Pennybacker VI (2025 Vintage) · Permira VIII-2 SCSp (2025 Vintage)
$5.0B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($472.5M parsed USD across disclosed rows) across disclosed strategy exposure in Growth Equity, Private Credit, Venture Capital, Private Equity, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.
Showing 5 open preview records out of 24 total tracked records (+19 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 |
|---|---|---|---|---|---|
| Sweetwater Secondaries Fund IV L.P. | Secondaries | 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 |
| Permira VIII-2 SCSpParallel Vehicle | Buyout | 2025 |
$17.5M
Historical commitment · As of March 2026
|
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period | Inspect Source · IRS Form 990 Sched D |
| General Atlantic Investment Partners 2024 | Growth Equity | 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 |
| Sixth Street Lending Partners VI | Private Credit | 2025 |
$23.0M
Historical commitment · As of December 2025
|
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period | Inspect Source · IRS Form 990 Sched D |
| Alterra IOS Venture II LP | Venture Capital | 2025 |
$17.0M
Historical commitment · As of December 2025
|
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period | Inspect Source · IRS Form 990 Sched D |
Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.
Bannockburn Highland Park Livingston Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.0% Actual; $150.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$68M–$128M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 16.0% vs 13.0% actual on $5.0B total assets). Gatekeeper / Intake Conduit: Segal Marco Advisors.
Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-20
Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap
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Retained Private Markets Advisors & Emerging-Manager Search Conduits
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CIO, Private Markets Officers & Official Pitch Intake Guidance
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You are viewing 5 open public preview records (out of 24 total tracked records for Bannockburn Highland Park Livingston Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:
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Bannockburn Highland Park Livingston Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Deerfield, IL). Across 24 historical disclosure records tracked on Prilago ($472.5M total parsed USD across disclosed rows), the median disclosed amount is $19.8M (range: $13.0M to $29.4M).
Bannockburn Highland Park Livingston Permanent Endowment & Fiduciary Trust has disclosed records across Growth Equity, Private Credit, Venture Capital, Private Equity, Real Estate. Open preview records include Sweetwater Secondaries Fund IV L.P. (2025 Vintage), Permira VIII-2 SCSp (2025 Vintage), General Atlantic Investment Partners 2024 (2025 Vintage), Sixth Street Lending Partners VI (2025 Vintage).
Records for Bannockburn Highland Park Livingston 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.
General Partners can join the early-access waitlist on https://prilago.com/lp/bannockburn-highland-park-livingston-permanent-endowment-and-fiduciary-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.
In Prilago's bilateral commitment graph, Bannockburn Highland Park Livingston Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 676 institutional LPs across 22 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 Creative Planning Institutional Advisors (10 shared vehicles, e.g. Peppertree Capital X (2025 Vintage)), Onedigital (9 shared vehicles, e.g. Permira VIII-2 SCSp (2025 Vintage)), Galveston Bay Doylestown Pembroke Industrial Consolidated Master Retirement Trust (8 shared vehicles, e.g. Pennybacker VI (2025 Vintage)).