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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Shreveport, LA

Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust

$7.6B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($643.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Growth Equity, Private Equity (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
$643.7M
Total AUM: $7.6B
Median Disclosed Amount
$23.0M
Range: $16.0M – $44.7M
Disclosed Fund Multiples
13.2% Mean IRR (n=13) · 1.75x Mean TVPI (n=13)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Caddo Lake Borger Worthington Permanent Endowment & Fiduciary 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
Thoma Bravo Fund XVI Buyout 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
StepStone Secondary Opportunities Fund V Secondaries 2025
$16.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Starwood Capital Group XII Real Estate 2025
$44.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Resolve Growth I Growth Equity 2023
$22.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
North Haven Tactical Value Fund II, LP Distressed / Special Situations 2022
$29.0M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Caddo Lake Borger Worthington 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

Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust (Institutional Trust, $7.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.4% Actual; $197.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$89M–$168M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 16.0% vs 13.4% actual on $7.6B total assets). Gatekeeper / Intake Conduit: Albourne Partners.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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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 — Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust

550 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust (22 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

Summit Rock Advisors

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Next Coast ETA I, L.P. (2021 Vintage)
Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust: $37.2M · IRS Form 990 Sched D
Summit Rock Advisors: $25.5M · SEC Form ADV 7.B

Additional shared vehicles: NexPhase Capital Fund IV, LP (2021 Vintage) · Nordic Capital X (2021 Vintage)

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

Coweta High Country Lindqvist Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
NexPhase Capital Fund IV, LP (2021 Vintage)
Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust: $36.8M · IRS Form 990 Sched D
Coweta High Country Lindqvist Mutual & Casualty Insurance General Account: $71.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Next Coast ETA I, L.P. (2021 Vintage) · Nordic Capital X (2021 Vintage)

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

Ipoh Perak Malaysia Gaston Sovereign Strategic Investment Fund

Sovereign Wealth Fund Asia-Pacific
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
North Haven Tactical Value Fund II, LP (2022 Vintage)
Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust: $29.0M · IRS Form 990 Sched D
Ipoh Perak Malaysia Gaston Sovereign Strategic Investment Fund: $55.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Next Coast ETA I, L.P. (2021 Vintage) · Nordic Capital X (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+547 Additional Institutional LPs Report Shared Vehicles with Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 25 total tracked records for Caddo Lake Borger Worthington Permanent Endowment & Fiduciary 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 (550 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 Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Shreveport, LA). Across 25 historical disclosure records tracked on Prilago ($643.7M total parsed USD across disclosed rows), the median disclosed amount is $23.0M (range: $16.0M to $44.7M).

Which private-market strategies appear in Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust's public disclosures?

Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Venture Capital, Real Estate, Growth Equity, Private Equity. Open preview records include Thoma Bravo Fund XVI (2025 Vintage), StepStone Secondary Opportunities Fund V (2025 Vintage), Starwood Capital Group XII (2025 Vintage), Resolve Growth I (2023 Vintage).

How are Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Caddo Lake Borger Worthington 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 Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/caddo-lake-borger-worthington-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 Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Caddo Lake Borger Worthington Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 550 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 Summit Rock Advisors (9 shared vehicles, e.g. Next Coast ETA I, L.P. (2021 Vintage)), Coweta High Country Lindqvist Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. NexPhase Capital Fund IV, LP (2021 Vintage)), Ipoh Perak Malaysia Gaston Sovereign Strategic Investment Fund (8 shared vehicles, e.g. North Haven Tactical Value Fund II, LP (2022 Vintage)).

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