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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 Great Miami Montgomery Permanent Endowment & Fiduciary Trust

$4.6B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($244.8M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Private Equity, Venture Capital, Real Estate (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$244.8M
Total AUM: $4.6B
Median Disclosed Amount
$16.6M
Range: $13.0M – $25.4M
Disclosed Fund Multiples
13.9% Mean IRR (n=2) · 1.47x Mean TVPI (n=2)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Churchill Middle Market Senior Loan Fund V Private Credit 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
Monroe Capital Private Credit Fund V Private Credit 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
KKR Opportunistic Real Estate Credit Fund II Private Credit 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
Sixth Street TAO Global Private Credit 2025
$13.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Tiger Global PIP XVI LP Private Equity 2023
$20.5M
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 Great Miami Montgomery 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 Great Miami Montgomery Permanent Endowment & Fiduciary Trust (Institutional Trust, $4.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.8% Actual; $101.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$46M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.0% vs 12.8% actual on $4.6B total assets). Gatekeeper / Intake Conduit: Callan.

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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust

535 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust (14 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

Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Monroe Capital Private Credit Fund V (2025 Vintage)
Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust: $15.0M · IRS Form 990 Sched D
Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory: $46.0M · SEC Form ADV 7.B

Additional shared vehicles: KKR Opportunistic Real Estate Credit Fund II (2025 Vintage) · Sixth Street TAO Global (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Blackstone Valley Gettysburg Beaumont Philanthropic Foundation & Charitable Trust

Private Foundation Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Churchill Middle Market Senior Loan Fund V (2025 Vintage)
Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust: $17.0M · IRS Form 990 Sched D
Blackstone Valley Gettysburg Beaumont Philanthropic Foundation & Charitable Trust: $16.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Monroe Capital Private Credit Fund V (2025 Vintage) · KKR Opportunistic Real Estate Credit Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Bucksport Bonaventure Abernathy University Foundation & Endowment Pool

University Endowment Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KKR Opportunistic Real Estate Credit Fund II (2025 Vintage)
Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust: $14.0M · IRS Form 990 Sched D
Bucksport Bonaventure Abernathy University Foundation & Endowment Pool: $14.0M · IRS Form 990 Sched D

Additional shared vehicles: Churchill Middle Market Senior Loan Fund V (2025 Vintage) · Monroe Capital Private Credit Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+532 Additional Institutional LPs Report Shared Vehicles with Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust

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

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 14 total tracked records for Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (535 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 Great Miami Montgomery Permanent Endowment & Fiduciary Trust

Private Credit LPs →Buyout LPs →Private Equity LPs →Venture Capital LPs →Real Estate LPs →

Frequently Asked Questions: Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Beaverhead Great Miami Montgomery 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 14 historical disclosure records tracked on Prilago ($244.8M total parsed USD across disclosed rows), the median disclosed amount is $16.6M (range: $13.0M to $25.4M).

Which private-market strategies appear in Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust's public disclosures?

Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Buyout, Private Equity, Venture Capital, Real Estate. Open preview records include Churchill Middle Market Senior Loan Fund V (2025 Vintage), Monroe Capital Private Credit Fund V (2025 Vintage), KKR Opportunistic Real Estate Credit Fund II (2025 Vintage), Sixth Street TAO Global (2025 Vintage).

How are Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Beaverhead Great Miami Montgomery 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 Great Miami Montgomery Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/beaverhead-great-miami-montgomery-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 Great Miami Montgomery Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Beaverhead Great Miami Montgomery Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 535 institutional LPs across 14 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 Farmington Valley Currituck Abernathy Institutional Outsourced CIO & Wealth Advisory (8 shared vehicles, e.g. Monroe Capital Private Credit Fund V (2025 Vintage)), Blackstone Valley Gettysburg Beaumont Philanthropic Foundation & Charitable Trust (7 shared vehicles, e.g. Churchill Middle Market Senior Loan Fund V (2025 Vintage)), Bucksport Bonaventure Abernathy University Foundation & Endowment Pool (7 shared vehicles, e.g. KKR Opportunistic Real Estate Credit Fund II (2025 Vintage)).

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