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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Worcester, MA HQ: Worcester, MA

Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust

$5.8B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($517.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Growth Equity, Infrastructure, Venture Capital (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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$517.9M
Total AUM: $5.8B
Median Disclosed Amount
$19.2M
Range: $13.0M – $29.9M
Disclosed Fund Multiples
13.3% Mean IRR (n=15) · 1.29x Mean TVPI (n=15)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
OrbiMed Royalty Credit Opps V Private Credit 2025
$23.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Olympus Growth Fund VIII, L.P. Growth Equity 2025
$23.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Origami Opportunities Fund V Buyout 2025
$21.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
OrbiMed Private Investments IX, L.P. Buyout 2025
$20.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Peak Rock Capital Fund IV LP Buyout 2025
$19.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Blackstone Valley Clearwater Livingston 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

Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.8% Actual; $127.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$57M–$108M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 11.8% actual on $5.8B total assets). Gatekeeper / Intake Conduit: RVK, Inc..

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 — Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust

940 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust (26 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 13 Shared Vehicles

Unum Group General Account

Insurance Company Chattanooga, TN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
OrbiMed Royalty Credit Opps V (2025 Vintage)
Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust: $23.0M · IRS Form 990 Sched D
Unum Group General Account: $33.2M · SEC EDGAR Filing

Additional shared vehicles: Olympus Growth Fund VIII (2025 Vintage) · Origami Opportunities Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 13 Shared Vehicles

Global Atlantic Financial General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Olympus Growth Fund VIII (2025 Vintage)
Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust: $23.0M · IRS Form 990 Sched D
Global Atlantic Financial General Account: $58.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: OrbiMed Royalty Credit Opps V (2025 Vintage) · Origami Opportunities Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Aksia

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Origami Opportunities Fund V (2025 Vintage)
Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust: $21.5M · IRS Form 990 Sched D
Aksia: $33.0M · SEC Form ADV 7.B

Additional shared vehicles: OrbiMed Royalty Credit Opps V (2025 Vintage) · Palistar Digital Infrastructure Fund III, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+937 Additional Institutional LPs Report Shared Vehicles with Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 27 total tracked records for Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (940 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 Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Worcester, MA; Headquarters: Worcester, MA). Across 27 historical disclosure records tracked on Prilago ($517.9M total parsed USD across disclosed rows), the median disclosed amount is $19.2M (range: $13.0M to $29.9M).

Which private-market strategies appear in Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust's public disclosures?

Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Credit, Growth Equity, Infrastructure, Venture Capital. Open preview records include OrbiMed Royalty Credit Opps V (2025 Vintage), Olympus Growth Fund VIII, L.P. (2025 Vintage), Origami Opportunities Fund V (2025 Vintage), OrbiMed Private Investments IX, L.P. (2025 Vintage).

How are Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Blackstone Valley Clearwater Livingston 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 Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/blackstone-valley-clearwater-livingston-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 Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 940 institutional LPs across 26 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 Unum Group General Account (13 shared vehicles, e.g. OrbiMed Royalty Credit Opps V (2025 Vintage)), Global Atlantic Financial General Account (13 shared vehicles, e.g. Olympus Growth Fund VIII (2025 Vintage)), Aksia (11 shared vehicles, e.g. Origami Opportunities Fund V (2025 Vintage)).

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