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Healthcare / Hospital System IRS Form 990 Sched D Roadshow Hub: Ohio / Indiana HQ: Cincinnati, OH

Bon Secours Mercy Health Investment Pool

$7.8B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($910.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Growth Equity, Venture Capital, Real Estate (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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$910.8M
Total AUM: $7.8B
Median Disclosed Amount
$35.2M
Range: $20.0M – $56.0M
Disclosed Fund Multiples
14.1% Mean IRR (n=19) · 1.64x Mean TVPI (n=19)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — Bon Secours Mercy Health Investment Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
AEW Partners Real Estate Fund X Real Estate 2024
$56.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Monroe Capital Private Credit Fund V, L.P. Private Credit 2024
$52.6M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Ares Senior Direct Lending Fund III, L.P. Direct Lending 2024
$48.7M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Summit Partners Europe Growth Equity Fund IV, L.P. Growth Equity 2024
$46.2M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Knox Lane Partners Fund II Buyout 2024
$20.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Bon Secours Mercy Health Investment Pool

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

Allocation-Policy / Pacing Update

Bon Secours Mercy Health Investment Pool (Healthcare / Hospital System, $7.8B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.5% vs. 18.0% Actual; $117.0M Unallocated Target Bandwidth). IRS Form 990 Schedule D Verified (EIN 311161086, $7.80B long-term investment & endowment pool): Active commitments across healthcare buyout, biotech/medtech venture, mid-market PE, and private credit. Gatekeeper / Intake Conduit: Mercer.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-17

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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 — Bon Secours Mercy Health Investment Pool

836 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Bon Secours Mercy Health Investment Pool (25 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 12 Shared Vehicles

Voya Financial General Account

Insurance Company New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apollo Accord Fund VI (2024 Vintage)
Bon Secours Mercy Health Investment Pool: $24.2M · IRS Form 990 Sched D
Voya Financial General Account: $49.2M · SEC EDGAR Filing

Additional shared vehicles: Apogem Capital Private Equity X (2023 Vintage) · Antler US Fund II, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Hinsdale Harriman Lindqvist Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apogem Capital Private Equity X (2023 Vintage)
Bon Secours Mercy Health Investment Pool: $35.8M · IRS Form 990 Sched D
Hinsdale Harriman Lindqvist Institutional Outsourced CIO & Wealth Advisory: $92.0M · SEC Form ADV 7.B

Additional shared vehicles: Apollo Accord Fund VI (2024 Vintage) · Antler US Fund II, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 12 Shared Vehicles

Main Street Advisors

Family Office / MFO Santa Monica, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Antler US Fund II, L.P. (2023 Vintage)
Bon Secours Mercy Health Investment Pool: $28.2M · IRS Form 990 Sched D
Main Street Advisors: $26.8M · SEC Form ADV 7.B

Additional shared vehicles: Apollo Accord Fund VI (2024 Vintage) · Apogem Capital Private Equity X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+833 Additional Institutional LPs Report Shared Vehicles with Bon Secours Mercy Health Investment Pool

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 Bon Secours Mercy Health Investment Pool

You are viewing 5 open public preview records (out of 26 total tracked records for Bon Secours Mercy Health Investment Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (836 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 Bon Secours Mercy Health Investment Pool

Buyout LPs →Private Credit LPs →Growth Equity LPs →Venture Capital LPs →Real Estate LPs →

Frequently Asked Questions: Bon Secours Mercy Health Investment Pool

What type of institutional allocator is Bon Secours Mercy Health Investment Pool and what is their typical disclosed ticket size?

Bon Secours Mercy Health Investment Pool is categorized under Healthcare / Hospital System (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Cincinnati, OH). Across 26 historical disclosure records tracked on Prilago ($910.8M total parsed USD across disclosed rows), the median disclosed amount is $35.2M (range: $20.0M to $56.0M).

Which private-market strategies appear in Bon Secours Mercy Health Investment Pool's public disclosures?

Bon Secours Mercy Health Investment Pool has disclosed records across Buyout, Private Credit, Growth Equity, Venture Capital, Real Estate. Open preview records include AEW Partners Real Estate Fund X (2024 Vintage), Monroe Capital Private Credit Fund V, L.P. (2024 Vintage), Ares Senior Direct Lending Fund III, L.P. (2024 Vintage), Summit Partners Europe Growth Equity Fund IV, L.P. (2024 Vintage).

How are Bon Secours Mercy Health Investment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Bon Secours Mercy Health Investment Pool 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 Bon Secours Mercy Health Investment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/bon-secours-mercy-health-investment-pool or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Bon Secours Mercy Health Investment Pool?

In Prilago's bilateral commitment graph, Bon Secours Mercy Health Investment Pool shares resolved underlying fund vehicles with 836 institutional LPs across 25 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 Voya Financial General Account (12 shared vehicles, e.g. Apollo Accord Fund VI (2024 Vintage)), Hinsdale Harriman Lindqvist Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. Apogem Capital Private Equity X (2023 Vintage)), Main Street Advisors (12 shared vehicles, e.g. Antler US Fund II, L.P. (2023 Vintage)).

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