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Family Office / MFO IRS Form 990 Sched D Roadshow Hub: Katy, TX HQ: Katy, TX

Bhupat & Jyoti Mehta Family Foundation

$0.1B Total AUM · Institutional LP profile covering 2 historical fund disclosure records ($947K parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 2 complete primary source trails are open below without registration.

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Disclosed Records
2
2 Open Source Trails Below
Sum of Disclosed Rows
$947K
Total AUM: $0.1B
Median Holding / Carrying Value
$521K
Range: $426K – $521K
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/2)
1 Gatekeepers · 1 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — Bhupat & Jyoti Mehta Family Foundation

2 Open Source Trails (No Registration)

Showing all 2 tracked historical disclosure records for Bhupat & Jyoti Mehta Family Foundation (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle Strategy Fund Vintage Holding / Invested Value Disclosed Performance Primary Source Trail
Walton Street Real Estate Debt Fund II, LP Buyout 2024
$521K
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
Oaktree Opportunities Fund X Buyout 2024
$426K
Reported carrying value (Form 990-PF) · As of September 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · IRS Form 990 Sched D
100% of Indexed Public Disclosure Rows Shown Above (2/2): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Bhupat & Jyoti Mehta Family Foundation

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

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 (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Bhupat & Jyoti Mehta Family Foundation

4 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bhupat & Jyoti Mehta Family Foundation (2 shared vehicles tracked; showing top 3 bilateral overlaps).

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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 1 Shared Vehicle

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Oaktree Opportunities Fund X (2015 Vintage)
Bhupat & Jyoti Mehta Family Foundation: $426K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Washington State Investment Board: $200.0M · CAFR / Board Packet (ir063025, p.5)
Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Oregon Public Employees Retirement Fund

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Oaktree Opportunities Fund X (2015 Vintage)
Bhupat & Jyoti Mehta Family Foundation: $426K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Oregon Public Employees Retirement Fund: $50.0M · CAFR / Board Packet (Oregon 2025, p.6)
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

Los Angeles City Employees (LACERS)

Public Pension Plan California
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
Oaktree Opportunities Fund X (2015 Vintage)
Bhupat & Jyoti Mehta Family Foundation: $426K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Los Angeles City Employees (LACERS): $7.5M · CAFR / Board Packet (lacers quarterly pe performance review q2 2025 v2, p.24)
Potential introduction path · LPAC unconfirmed View LP Profile →

+1 Additional Institutional LPs Report Shared Vehicles with Bhupat & Jyoti Mehta Family Foundation

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Request Pilot Access to Full Workspace Data for Bhupat & Jyoti Mehta Family Foundation

You are viewing 2 open public preview records — all 2 currently indexed public disclosure records for Bhupat & Jyoti Mehta Family Foundation are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

  • LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
  • Bilateral Shared-Fund Co-Investor Graph (4 connected LPs)
  • Decision-Maker Investment Contacts (3) & official proposal intake channels
  • Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

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Strategies Disclosed by Bhupat & Jyoti Mehta Family Foundation

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Frequently Asked Questions: Bhupat & Jyoti Mehta Family Foundation

What type of institutional allocator is Bhupat & Jyoti Mehta Family Foundation and what is their typical disclosed ticket size?

Bhupat & Jyoti Mehta Family Foundation is categorized under Family Office / MFO (Regional Roadshow Hub: Katy, TX; Headquarters: Katy, TX). Across 2 historical disclosure records tracked on Prilago ($947K total parsed USD across disclosed rows), the median disclosed amount is $521K (range: $426K to $521K).

Which private-market strategies appear in Bhupat & Jyoti Mehta Family Foundation's public disclosures?

Bhupat & Jyoti Mehta Family Foundation has disclosed records across Buyout. Open preview records include Walton Street Real Estate Debt Fund II, LP (2024 Vintage), Oaktree Opportunities Fund X (2024 Vintage).

How are Bhupat & Jyoti Mehta Family Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Bhupat & Jyoti Mehta Family Foundation cite primary public disclosures (IRS Form 990 Sched D), and visitors can inspect 2 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 Bhupat & Jyoti Mehta Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bhupat-and-jyoti-mehta-family-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Bhupat & Jyoti Mehta Family Foundation?

In Prilago's bilateral commitment graph, Bhupat & Jyoti Mehta Family Foundation shares resolved underlying fund vehicles with 4 institutional LPs across 2 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 Washington State Investment Board (1 shared vehicle, e.g. Oaktree Opportunities Fund X (2015 Vintage)), Oregon Public Employees Retirement Fund (1 shared vehicle, e.g. Oaktree Opportunities Fund X (2015 Vintage)), Los Angeles City Employees (LACERS) (1 shared vehicle, e.g. Oaktree Opportunities Fund X (2015 Vintage)).

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