Skip to main content
Institutional Trust IRS Form 990 Sched D Roadshow Hub: Massachusetts / New England HQ: Bennington, VT

Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust

$7.0B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($490.0M parsed USD across disclosed rows) across disclosed strategy exposure in Secondaries, Buyout, Real Estate, Infrastructure, Private Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$490.0M
Total AUM: $7.0B
Median Disclosed Amount
$22.0M
Range: $15.0M – $39.9M
Disclosed Fund Multiples
13.4% Mean IRR (n=9) · 1.32x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Bennington Hunterdon Sandberg 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
CBRE Asia Value Partners 7 SCSpParallel Vehicle Real Estate 2025
$27.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Brookfield Infrastructure Partners LP Infrastructure 2025
$27.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
BroadRiver III, LP Private Equity 2025
$22.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Brookfield Renewable Partners LP Infrastructure 2025
$19.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
CBRE U.S. Core Partners, L.P. Real Estate 2024
$25.2M
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 — Bennington Hunterdon Sandberg 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

Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust (Institutional Trust, $7.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.5% vs. 13.3% Actual; $154.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$69M–$131M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.5% vs 13.3% actual on $7.0B total assets). Gatekeeper / Intake Conduit: StepStone Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

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

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust

851 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust (21 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

Ajman Ajman Strategic Holding UAE Bucksport Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
StepStone Secondary Opportunities Fund V (2025 Vintage)
Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust: $20.0M · IRS Form 990 Sched D
Ajman Ajman Strategic Holding UAE Bucksport Sovereign Strategic Investment Fund: $52.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pantheon Global Secondary Fund VII (2025 Vintage) · Strategic Partners Fund X (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

UBS Global Family & Institutional Wealth PE

Family Office / MFO Zurich, Switzerland
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
CBRE Asia Value Partners 7 SCSp (2025 Vintage)
Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust: $27.2M · IRS Form 990 Sched D
UBS Global Family & Institutional Wealth PE: $35.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield Infrastructure Partners LP (2025 Vintage) · Brookfield Global Transition Fund II (2025 Vintage)

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

APG Asset Management (ABP Netherlands)

Public Pension Plan Europe / UK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield Infrastructure Partners LP (2025 Vintage)
Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust: $27.0M · IRS Form 990 Sched D
APG Asset Management (ABP Netherlands): $200.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: CBRE Asia Value Partners 7 SCSp (2025 Vintage) · Brookfield Global Transition Fund II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+848 Additional Institutional LPs Report Shared Vehicles with Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust

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

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Bennington Hunterdon Sandberg 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 (851 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust and our interactive GP workspace.

Strategies Disclosed by Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust

Secondaries LPs →Buyout LPs →Real Estate LPs →Infrastructure LPs →Private Equity LPs →

Frequently Asked Questions: Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Bennington, VT). Across 21 historical disclosure records tracked on Prilago ($490.0M total parsed USD across disclosed rows), the median disclosed amount is $22.0M (range: $15.0M to $39.9M).

Which private-market strategies appear in Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust's public disclosures?

Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust has disclosed records across Secondaries, Buyout, Real Estate, Infrastructure, Private Equity. Open preview records include CBRE Asia Value Partners 7 SCSp (2025 Vintage), Brookfield Infrastructure Partners LP (2025 Vintage), BroadRiver III, LP (2025 Vintage), Brookfield Renewable Partners LP (2025 Vintage).

How are Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Bennington Hunterdon Sandberg 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 Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bennington-hunterdon-sandberg-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 Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Bennington Hunterdon Sandberg Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 851 institutional LPs across 21 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 Ajman Ajman Strategic Holding UAE Bucksport Sovereign Strategic Investment Fund (10 shared vehicles, e.g. StepStone Secondary Opportunities Fund V (2025 Vintage)), UBS Global Family & Institutional Wealth PE (9 shared vehicles, e.g. CBRE Asia Value Partners 7 SCSp (2025 Vintage)), APG Asset Management (ABP Netherlands) (8 shared vehicles, e.g. Brookfield Infrastructure Partners LP (2025 Vintage)).

Related Institutional Trust & Massachusetts / New England Institutional LPs

Vermont Pension Investment Commission (VPIC) (446)Massachusetts PRIM (400)Connecticut Retirement (398)Rhode Island ERSRI (392)Maine PERS (328)Brookline Hiwassee Brookfield Private Markets Primary & GP Seeder Fund-of-Funds (32)Duxbury Greenbrier Hawthorne Private Markets Primary & GP Seeder Fund-of-Funds (32)NEPC (32)Panagora Asset Management (32)Portfolio Advisors (FS Investments) (32)