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

Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust

$5.6B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($467.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Real Estate, Private Credit, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
24
5 Open Source Trails Below
Sum of Disclosed Rows
$467.9M
Total AUM: $5.6B
Median Disclosed Amount
$19.8M
Range: $13.0M – $28.9M
Disclosed Fund Multiples
12.9% Mean IRR (n=12) · 1.61x Mean TVPI (n=12)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Coastal Pacific Partners, L.P. Private Equity 2025
$22.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
KKR Ascendant Real Estate Partners II Real Estate 2025
$18.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
TPG Angelo Gordon Twin Brook Capital Fund II Private Credit 2025
$14.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Sixth Street TAO II Private Credit 2025
$28.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Leonard Green Green Equity Investors IX Buyout 2025
$17.0M
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 — Breckenridge Ashuelot Osullivan 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

Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust (Breckenridge, CO) committed $22.5M to Coastal Pacific Partners, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($100.8M allocation gap toward a 14.0% target, advised by Marquette Associates).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-10-13

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust

549 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust (20 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 9 Shared Vehicles

Consolidated Edison (Con Edison) Retirement Plan Master Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clayton Dubilier & Rice Fund XIII (2023 Vintage)
Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust: $24.0M · IRS Form 990 Sched D
Consolidated Edison (Con Edison) Retirement Plan Master Trust: $49.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Coastal Pacific Partners, L.P. (2023 Vintage) · Coalesce Capital Fund I, L.P. (2023 Vintage)

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

Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Kalispell, MT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coastal Pacific Partners, L.P. (2023 Vintage)
Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust: $22.5M · IRS Form 990 Sched D
Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust: $16.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Clayton Dubilier & Rice Fund XIII (2023 Vintage) · Coalesce Capital Fund I, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Great Plains Hampton Roads Beaumont Mutual & Casualty Insurance General Account

Insurance Company Salina, KS
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Coalesce Capital Fund I, L.P. (2023 Vintage)
Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust: $21.8M · IRS Form 990 Sched D
Great Plains Hampton Roads Beaumont Mutual & Casualty Insurance General Account: $82.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Coastal Pacific Partners, L.P. (2023 Vintage) · Clearhaven Fund II, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+546 Additional Institutional LPs Report Shared Vehicles with Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 24 total tracked records for Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (549 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust and our interactive GP workspace.

Strategies Disclosed by Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Breckenridge, CO). Across 24 historical disclosure records tracked on Prilago ($467.9M total parsed USD across disclosed rows), the median disclosed amount is $19.8M (range: $13.0M to $28.9M).

Which private-market strategies appear in Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust's public disclosures?

Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Equity, Real Estate, Private Credit, Venture Capital. Open preview records include Coastal Pacific Partners, L.P. (2025 Vintage), KKR Ascendant Real Estate Partners II (2025 Vintage), TPG Angelo Gordon Twin Brook Capital Fund II (2025 Vintage), Sixth Street TAO II (2025 Vintage).

How are Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Breckenridge Ashuelot Osullivan 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 Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/breckenridge-ashuelot-osullivan-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 Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Breckenridge Ashuelot Osullivan Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 549 institutional LPs across 20 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 Consolidated Edison (Con Edison) Retirement Plan Master Trust (9 shared vehicles, e.g. Clayton Dubilier & Rice Fund XIII (2023 Vintage)), Flathead Valley Fox River Southwell Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Coastal Pacific Partners, L.P. (2023 Vintage)), Great Plains Hampton Roads Beaumont Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Coalesce Capital Fund I, L.P. (2023 Vintage)).

Related Institutional Trust & Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) Institutional LPs

Colorado PERA (830)New Mexico State Investment Council (676)Arizona SRS (411)New Mexico PERA (361)Idaho PERSI (234)Wyoming WRS (60)New Mexico ERB (55)DERP (Denver Employees Retirement) (37)Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (32)Cheyenne Mountain Carbondale Weatherby Mutual & Casualty Insurance General Account (32)