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University Endowment IRS Form 990 Sched D Roadshow Hub: Pasadena, CA HQ: Pasadena, CA

California Institute of Technology (Caltech) Investment Office

$3.9B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($373.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Real Estate, Growth Equity, Energy Transition (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$373.8M
Total AUM: $3.9B
Median Disclosed Amount
$33.9M
Range: $5.0M – $45.9M
Disclosed Fund Multiples
16.9% Mean IRR (n=7) · 1.50x Mean TVPI (n=7)
Unweighted mean of disclosed funds (not portfolio return · As-of 2025)

Historical Fund Disclosures — California Institute of Technology (Caltech) Investment Office

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Brookfield Global Transition Fund II, L.P. Energy Transition 2025
$43.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Aisling Capital VI Venture Capital 2025
$39.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Innovation Endeavors Fund V Venture Capital 2025
$37.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Bridgepoint Europe VII, L.P. Buyout 2024
$33.9M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Rubicon Technology Partners IV Buyout 2023
$15.0M
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 — California Institute of Technology (Caltech) Investment Office

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

Allocation-Policy / Pacing Update

California Institute of Technology (Caltech) Investment Office (University Endowment, $3.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 32.0% vs. 30.3% Actual; $66.3M Unallocated Target Bandwidth). IRS Form 990 Schedule D Part V Endowment Verified (EIN 951643307, $3.90B endowment): Endowment-model private equity, early-stage venture, growth equity & Fund I-III specialist GP pacing. Gatekeeper / Intake Conduit: Cambridge Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-13

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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 — California Institute of Technology (Caltech) Investment Office

666 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as California Institute of Technology (Caltech) Investment Office (13 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 3 Shared Vehicles

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2025 Vintage)
California Institute of Technology (Caltech) Investment Office: $33.9M · IRS Form 990 Sched D
New York State Common Retirement Fund: $243.4M · CAFR / Board Packet (asset-listing-2025, p.147)

Additional shared vehicles: Permira Growth Opportunities II (2022 Vintage) · NYSCRF Pioneer Partnership Fund III, LP (2019 Vintage)

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

Ascension Investment Management (Ascension Health)

OCIO / Wealth RIA St. Louis, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Column Group V (2022 Vintage)
California Institute of Technology (Caltech) Investment Office: $20.0M · IRS Form 990 Sched D
Ascension Investment Management (Ascension Health): $50.0M · IRS Form 990 Sched D

Additional shared vehicles: Spark Capital VII (2022 Vintage) · Revelstoke Capital Partners Fund III (2022 Vintage)

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

Children's Hospital of Philadelphia (CHOP) Endowment

Healthcare / Hospital System Philadelphia, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Rubicon Technology Partners IV (2023 Vintage)
California Institute of Technology (Caltech) Investment Office: $15.0M · IRS Form 990 Sched D
Children's Hospital of Philadelphia (CHOP) Endowment: $12.0M · IRS Form 990 Sched D

Additional shared vehicles: Column Group V (2022 Vintage) · Alpine Investors VIII (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+663 Additional Institutional LPs Report Shared Vehicles with California Institute of Technology (Caltech) Investment Office

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 California Institute of Technology (Caltech) Investment Office

You are viewing 5 open public preview records (out of 14 total tracked records for California Institute of Technology (Caltech) Investment Office) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (666 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 California Institute of Technology (Caltech) Investment Office

Buyout LPs →Venture Capital LPs →Real Estate LPs →Growth Equity LPs →Energy Transition LPs →

Frequently Asked Questions: California Institute of Technology (Caltech) Investment Office

What type of institutional allocator is California Institute of Technology (Caltech) Investment Office and what is their typical disclosed ticket size?

California Institute of Technology (Caltech) Investment Office is categorized under University Endowment (Regional Roadshow Hub: Pasadena, CA; Headquarters: Pasadena, CA). Across 14 historical disclosure records tracked on Prilago ($373.8M total parsed USD across disclosed rows), the median disclosed amount is $33.9M (range: $5.0M to $45.9M).

Which private-market strategies appear in California Institute of Technology (Caltech) Investment Office's public disclosures?

California Institute of Technology (Caltech) Investment Office has disclosed records across Buyout, Venture Capital, Real Estate, Growth Equity, Energy Transition. Open preview records include Brookfield Global Transition Fund II, L.P. (2025 Vintage), Aisling Capital VI (2025 Vintage), Innovation Endeavors Fund V (2025 Vintage), Bridgepoint Europe VII, L.P. (2024 Vintage).

How are California Institute of Technology (Caltech) Investment Office's historical records substantiated and separated from active searches on Prilago?

Records for California Institute of Technology (Caltech) Investment Office 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 California Institute of Technology (Caltech) Investment Office's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/california-institute-of-technology-caltech-investment-office or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside California Institute of Technology (Caltech) Investment Office?

In Prilago's bilateral commitment graph, California Institute of Technology (Caltech) Investment Office shares resolved underlying fund vehicles with 666 institutional LPs across 13 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 New York State Common Retirement Fund (3 shared vehicles, e.g. Bridgepoint Europe VII (2025 Vintage)), Ascension Investment Management (Ascension Health) (3 shared vehicles, e.g. Column Group V (2022 Vintage)), Children's Hospital of Philadelphia (CHOP) Endowment (3 shared vehicles, e.g. Rubicon Technology Partners IV (2023 Vintage)).

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