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

Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust

$3.3B Total AUM · Institutional LP profile covering 13 historical fund disclosure records ($202.4M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Distressed / Special Situations, Direct Lending, Infrastructure, 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
13
5 Open Source Trails Below
Sum of Disclosed Rows
$202.4M
Total AUM: $3.3B
Median Disclosed Amount
$15.2M
Range: $12.7M – $19.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/13)
1 Gatekeepers · 5 Disclosed Strategies

Historical Fund Disclosures — Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 13 total tracked records (+8 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
Cerberus Supply Chain Fund, L.P. Distressed / Special Situations 2025
$19.4M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Welsh Carson Anderson & Stowe XIV Buyout 2025
$18.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
GTCR Fund XIV Buyout 2025
$16.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Hg Genesis 10 Buyout 2025
$16.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Blue Owl Diversified Lending Fund II, L.P. Direct Lending 2025
$14.4M
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 — Bitterroot Camellia Ashford 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

Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust (Missoula, MT) committed $14.4M to Blue Owl Diversified Lending Fund II, L.P. (Direct Lending sleeve) under its 2025 private markets pacing program ($72.6M allocation gap toward a 16.0% target, advised by bFinance).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-07-26

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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 — Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust

556 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust (13 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 7 Shared Vehicles

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Welsh Carson Anderson & Stowe XIV (2025 Vintage)
Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
Wisconsin Investment Board (SWIB): $100.0M · CAFR / Board Packet (SWIB 2022 ACFR p. 129)

Additional shared vehicles: GTCR XIV (2025 Vintage) · Bridgepoint Europe VII (2025 Vintage)

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

Belgrade Serbia Humboldt Sovereign Strategic Investment Fund

Sovereign Wealth Fund US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GTCR XIV (2025 Vintage)
Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
Belgrade Serbia Humboldt Sovereign Strategic Investment Fund: $52.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Welsh Carson Anderson & Stowe XIV (2025 Vintage) · PAI Partners VIII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

UC Regents

University Endowment California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hg Genesis 10 (2023 Vintage)
Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
UC Regents: $100.0M · CAFR / Board Packet (2022 ACFR p.116)

Additional shared vehicles: Welsh Carson Anderson & Stowe XIV (2025 Vintage) · GTCR XIV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+553 Additional Institutional LPs Report Shared Vehicles with Bitterroot Camellia Ashford 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 Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 13 total tracked records for Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 13 tracked historical disclosure records (+8 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (556 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 Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust

Buyout LPs →Distressed / Special Situations LPs →Direct Lending LPs →Infrastructure LPs →Private Credit LPs →

Frequently Asked Questions: Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Missoula, MT). Across 13 historical disclosure records tracked on Prilago ($202.4M total parsed USD across disclosed rows), the median disclosed amount is $15.2M (range: $12.7M to $19.4M).

Which private-market strategies appear in Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust's public disclosures?

Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Distressed / Special Situations, Direct Lending, Infrastructure, Private Credit. Open preview records include Cerberus Supply Chain Fund, L.P. (2025 Vintage), Welsh Carson Anderson & Stowe XIV (2025 Vintage), GTCR Fund XIV (2025 Vintage), Hg Genesis 10 (2025 Vintage).

How are Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Bitterroot Camellia Ashford 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 Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bitterroot-camellia-ashford-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 Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Bitterroot Camellia Ashford Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 556 institutional LPs across 13 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 Wisconsin Investment Board (SWIB) (7 shared vehicles, e.g. Welsh Carson Anderson & Stowe XIV (2025 Vintage)), Belgrade Serbia Humboldt Sovereign Strategic Investment Fund (7 shared vehicles, e.g. GTCR XIV (2025 Vintage)), UC Regents (6 shared vehicles, e.g. Hg Genesis 10 (2023 Vintage)).

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