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

Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust

$8.2B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($701.3M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Real Assets, Natural Resources, Infrastructure (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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$701.3M
Total AUM: $8.2B
Median Disclosed Amount
$23.2M
Range: $17.0M – $43.7M
Disclosed Fund Multiples
14.0% Mean IRR (n=15) · 1.68x Mean TVPI (n=15)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
Starwood Capital Global Opportunity Fund XIV Real Estate 2025
$34.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Starwood Capital Group XII Real Estate 2025
$18.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Wynnchurch Capital Partners VI Buyout 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
Gridiron Capital Fund V Buyout 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
Olympus Growth Fund VIII Buyout 2025
$22.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Battenkill Evergreen Southwell 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

Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust (Institutional Trust, $8.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 12.3% Actual; $180.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$81M–$153M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 12.3% actual on $8.2B total assets). Gatekeeper / Intake Conduit: FEG Investment Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust

512 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust (26 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 14 Shared Vehicles

Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account

Insurance Company Escondido, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Starwood Capital Global Opportunity Fund XIV (2023 Vintage)
Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust: $34.0M · IRS Form 990 Sched D
Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account: $68.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sprott Private Resource Streaming and Royalty Annex (2023 Vintage) · Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Harriman Fredericksburg Montague Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sprott Private Resource Streaming and Royalty Annex (2023 Vintage)
Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust: $22.8M · IRS Form 990 Sched D
Harriman Fredericksburg Montague Industrial Consolidated Master Retirement Trust: $19.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Starwood Capital Global Opportunity Fund XIV (2023 Vintage) · Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)
Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D
Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory: $63.8M · SEC Form ADV 7.B

Additional shared vehicles: Starwood Capital Global Opportunity Fund XIV (2023 Vintage) · Sprott Private Resource Streaming and Royalty Annex (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+509 Additional Institutional LPs Report Shared Vehicles with Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 27 total tracked records for Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (512 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust

Real Estate LPs →Buyout LPs →Real Assets LPs →Natural Resources LPs →Infrastructure LPs →

Frequently Asked Questions: Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Manchester, VT). Across 27 historical disclosure records tracked on Prilago ($701.3M total parsed USD across disclosed rows), the median disclosed amount is $23.2M (range: $17.0M to $43.7M).

Which private-market strategies appear in Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust's public disclosures?

Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust has disclosed records across Real Estate, Buyout, Real Assets, Natural Resources, Infrastructure. Open preview records include Starwood Capital Global Opportunity Fund XIV (2025 Vintage), Starwood Capital Group XII (2025 Vintage), Wynnchurch Capital Partners VI (2025 Vintage), Gridiron Capital Fund V (2025 Vintage).

How are Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Battenkill Evergreen Southwell 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 Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/battenkill-evergreen-southwell-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 Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 512 institutional LPs across 26 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 Escondido Coeur d'Alene Ravenscroft Mutual & Casualty Insurance General Account (14 shared vehicles, e.g. Starwood Capital Global Opportunity Fund XIV (2023 Vintage)), Harriman Fredericksburg Montague Industrial Consolidated Master Retirement Trust (11 shared vehicles, e.g. Sprott Private Resource Streaming and Royalty Annex (2023 Vintage)), Currituck Coral Gables Sutherland Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. Sprott Private Resource Streaming & Royalty Annex (US), L.P. (2023 Vintage)).

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