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Institutional Trust Allocator Webpage (Unanchored URL) Roadshow Hub: Philadelphia, PA HQ: Philadelphia, PA

Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust

$11.2B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($1.07B parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Venture Capital, Private Equity, Infrastructure (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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$1.07B
Total AUM: $11.2B
Median Disclosed Amount
$40.2M
Range: $24.0M – $74.2M
Disclosed Fund Multiples
13.9% Mean IRR (n=13) · 1.74x Mean TVPI (n=13)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
AG Europe Realty Fund IV, L.P. Real Estate 2025
$44.8M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
West Street Real Estate Fund X Real Estate 2025
$34.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Lightspeed Venture Partners XIII, L.P. Venture Capital 2025
$74.2M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Blackstone Real Estate Partners IX, L.P. Real Estate 2025
$58.1M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
KKR Global Infrastructure Investors IV, L.P. Infrastructure 2025
$48.4M
General webpage link · Exact filing & amount pending · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust

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

Allocation-Policy / Pacing Update

Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust (Institutional Trust, $11.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 18.0% vs. 15.6% Actual; $268.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$121M–$228M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 18.0% vs 15.6% actual on $11.2B total assets). Gatekeeper / Intake Conduit: Cambridge Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust

486 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust (22 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 10 Shared Vehicles

Gotham Asset Management

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Europe Realty Fund IV (2025 Vintage)
Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust: $44.8M · Allocator Webpage (Unanchored URL)
Gotham Asset Management: $44.5M · SEC Form ADV 7.B

Additional shared vehicles: AIGGRE U.S. Fund IV (2022 Vintage) · AG Realty Value Fund XI (2022 Vintage)

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

MS&AD Insurance Group General Account

Insurance Company Asia-Pacific
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AIGGRE U.S. Fund IV (2022 Vintage)
Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust: $48.5M · Allocator Webpage (Unanchored URL)
MS&AD Insurance Group General Account: $70.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Realty Value Fund XI (2022 Vintage) · AM Asia Strategies Fund LP (2021 Vintage)

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

RTX Corporation Master Retirement Trust

Corporate Pension Plan US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Realty Value Fund XI (2022 Vintage)
Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust: $35.5M · Allocator Webpage (Unanchored URL)
RTX Corporation Master Retirement Trust: $149.8M · SEC EDGAR Filing

Additional shared vehicles: AIGGRE U.S. Fund IV (2022 Vintage) · AM Asia Strategies Fund LP (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+483 Additional Institutional LPs Report Shared Vehicles with Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust

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Request Pilot Access to Full Workspace Data for Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust

You are viewing 5 open public preview records (out of 25 total tracked records for Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (486 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust

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

Frequently Asked Questions: Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust

What type of institutional allocator is Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust and what is their typical disclosed ticket size?

Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust is categorized under Institutional Trust (Regional Roadshow Hub: Philadelphia, PA; Headquarters: Philadelphia, PA). Across 25 historical disclosure records tracked on Prilago ($1.07B total parsed USD across disclosed rows), the median disclosed amount is $40.2M (range: $24.0M to $74.2M).

Which private-market strategies appear in Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust's public disclosures?

Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust has disclosed records across Real Estate, Buyout, Venture Capital, Private Equity, Infrastructure. Open preview records include AG Europe Realty Fund IV, L.P. (2025 Vintage), West Street Real Estate Fund X (2025 Vintage), Lightspeed Venture Partners XIII, L.P. (2025 Vintage), Blackstone Real Estate Partners IX, L.P. (2025 Vintage).

How are Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust's historical records substantiated and separated from active searches on Prilago?

Records for Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust cite primary public disclosures (Allocator Webpage (Unanchored URL)), 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 Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/board-of-pensions-of-the-presbyterian-church-u-s-a-balanced-investment-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 Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust?

In Prilago's bilateral commitment graph, Board of Pensions of the Presbyterian Church (U.S.A.) Balanced Investment Trust shares resolved underlying fund vehicles with 486 institutional LPs across 22 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 Gotham Asset Management (10 shared vehicles, e.g. AG Europe Realty Fund IV (2025 Vintage)), MS&AD Insurance Group General Account (9 shared vehicles, e.g. AIGGRE U.S. Fund IV (2022 Vintage)), RTX Corporation Master Retirement Trust (9 shared vehicles, e.g. AG Realty Value Fund XI (2022 Vintage)).

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