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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Dillon, MT

Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust

$4.1B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($329.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Growth Equity, Venture Capital, 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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$329.1M
Total AUM: $4.1B
Median Disclosed Amount
$16.6M
Range: $13.0M – $21.2M
Disclosed Fund Multiples
12.6% Mean IRR (n=8) · 1.60x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
The Rise Fund III, L.P. Growth Equity 2025
$17.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Thoma Bravo Growth Fund V Growth Equity 2025
$16.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
StepStone Secondary Opportunities Fund V Secondaries 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
Third Point Ventures VI Venture Capital 2022
$19.2M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
The Veritas Capital Fund VIII, L.P. Buyout 2022
$17.5M
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 — Beaverhead Door County Worthington 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

Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust (Institutional Trust, $4.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.0% Actual; $123.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$55M–$105M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 11.0% actual on $4.1B total assets). Gatekeeper / Intake Conduit: Hamilton Lane.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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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 — Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust

451 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Beaverhead Door County Worthington 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 8 Shared Vehicles

Cape Fear Beaverhead Carmichael Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
The Rise Fund III, L.P. (2023 Vintage)
Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust: $17.2M · IRS Form 990 Sched D
Cape Fear Beaverhead Carmichael Institutional Outsourced CIO & Wealth Advisory: $57.0M · SEC Form ADV 7.B

Additional shared vehicles: Thoma Bravo Growth Fund V (2023 Vintage) · Third Point Ventures VI (2022 Vintage)

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

Estero Bay Glenwood Cunningham Mutual & Casualty Insurance General Account

Insurance Company Bonita Springs, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Thoma Bravo Growth Fund V (2023 Vintage)
Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust: $16.8M · IRS Form 990 Sched D
Estero Bay Glenwood Cunningham Mutual & Casualty Insurance General Account: $82.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: The Rise Fund III, L.P. (2023 Vintage) · Third Point Ventures VI (2022 Vintage)

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

Germantown Chestnut Hill Worthington Multi-Family Office Private Capital Platform

Family Office / MFO Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Third Point Ventures VI (2022 Vintage)
Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust: $19.2M · IRS Form 990 Sched D
Germantown Chestnut Hill Worthington Multi-Family Office Private Capital Platform: $21.8M · SEC Form ADV 7.B

Additional shared vehicles: The Rise Fund III, L.P. (2023 Vintage) · The Veritas Capital Fund VIII, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+448 Additional Institutional LPs Report Shared Vehicles with Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (451 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 Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust

Buyout LPs →Secondaries LPs →Growth Equity LPs →Venture Capital LPs →Private Credit LPs →

Frequently Asked Questions: Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Dillon, MT). Across 20 historical disclosure records tracked on Prilago ($329.1M total parsed USD across disclosed rows), the median disclosed amount is $16.6M (range: $13.0M to $21.2M).

Which private-market strategies appear in Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust's public disclosures?

Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Secondaries, Growth Equity, Venture Capital, Private Credit. Open preview records include The Rise Fund III, L.P. (2025 Vintage), Thoma Bravo Growth Fund V (2025 Vintage), StepStone Secondary Opportunities Fund V (2025 Vintage), Third Point Ventures VI (2022 Vintage).

How are Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Beaverhead Door County Worthington 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 Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/beaverhead-door-county-worthington-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 Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Beaverhead Door County Worthington Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 451 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 Cape Fear Beaverhead Carmichael Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. The Rise Fund III, L.P. (2023 Vintage)), Estero Bay Glenwood Cunningham Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Thoma Bravo Growth Fund V (2023 Vintage)), Germantown Chestnut Hill Worthington Multi-Family Office Private Capital Platform (8 shared vehicles, e.g. Third Point Ventures VI (2022 Vintage)).

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