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

Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust

$6.4B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($516.1M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Private 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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$516.1M
Total AUM: $6.4B
Median Disclosed Amount
$21.8M
Range: $14.0M – $34.2M
Disclosed Fund Multiples
13.3% Mean IRR (n=12) · 1.71x Mean TVPI (n=12)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Breckenridge East Hampton Westbrook 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
Crescent Mezz VI Private Credit 2025
$27.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
KKR Credit Opportunities Partners IV Private Credit 2025
$19.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
TPG Asia VIII (A), L.P. Buyout 2025
$15.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Muir Woods Partners, L.P. Private Equity 2025
$26.7M
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
$18.0M
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 East Hampton Westbrook 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 East Hampton Westbrook Permanent Endowment & Fiduciary Trust (Institutional Trust, $6.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 11.9% Actual; $166.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$75M–$141M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 11.9% actual on $6.4B total assets). Gatekeeper / Intake Conduit: Wilshire Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 — Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust

559 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust (24 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 10 Shared Vehicles

San Marino San Marino Cheyenne Sovereign Strategic Investment Fund

Sovereign Wealth Fund San Marino, San
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Mezz VI (2025 Vintage)
Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust: $27.0M · IRS Form 990 Sched D
San Marino San Marino Cheyenne Sovereign Strategic Investment Fund: $58.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crescent Credit Solutions VIII (2024 Vintage) · Crescent Credit Dislocation Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Chappaqua Delmarva Kavanagh Regional Health System Master Investment Pool

Healthcare / Hospital System Chappaqua, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Credit Solutions VIII (2024 Vintage)
Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust: $21.8M · IRS Form 990 Sched D
Chappaqua Delmarva Kavanagh Regional Health System Master Investment Pool: $43.5M · IRS Form 990 Sched D

Additional shared vehicles: Crescent Mezz VI (2025 Vintage) · Crescent Credit Dislocation Fund III (2023 Vintage)

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

Driftless Finger Lakes Kingsley Mutual & Casualty Insurance General Account

Insurance Company Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Credit Dislocation Fund III (2023 Vintage)
Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust: $28.8M · IRS Form 990 Sched D
Driftless Finger Lakes Kingsley Mutual & Casualty Insurance General Account: $53.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crescent Mezz VI (2025 Vintage) · Crescent Credit Solutions VIII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+556 Additional Institutional LPs Report Shared Vehicles with Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 24 total tracked records for Breckenridge East Hampton Westbrook 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 (559 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 Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust

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

Breckenridge East Hampton Westbrook 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 ($516.1M total parsed USD across disclosed rows), the median disclosed amount is $21.8M (range: $14.0M to $34.2M).

Which private-market strategies appear in Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust's public disclosures?

Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Buyout, Private Equity, Infrastructure, Venture Capital. Open preview records include Crescent Mezz VI (2025 Vintage), KKR Credit Opportunities Partners IV (2025 Vintage), TPG Asia VIII (A), L.P. (2025 Vintage), Muir Woods Partners, L.P. (2025 Vintage).

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

Records for Breckenridge East Hampton Westbrook 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 East Hampton Westbrook Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/breckenridge-east-hampton-westbrook-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 East Hampton Westbrook Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Breckenridge East Hampton Westbrook Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 559 institutional LPs across 24 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 San Marino San Marino Cheyenne Sovereign Strategic Investment Fund (10 shared vehicles, e.g. Crescent Mezz VI (2025 Vintage)), Chappaqua Delmarva Kavanagh Regional Health System Master Investment Pool (10 shared vehicles, e.g. Crescent Credit Solutions VIII (2024 Vintage)), Driftless Finger Lakes Kingsley Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Crescent Credit Dislocation Fund III (2023 Vintage)).

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