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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Ohio / Indiana HQ: Hammond, IN

Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust

$3.9B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($298.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Infrastructure, Growth 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$298.6M
Total AUM: $3.9B
Median Disclosed Amount
$15.5M
Range: $13.0M – $20.1M
Disclosed Fund Multiples
13.7% Mean IRR (n=7) · 1.71x Mean TVPI (n=7)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Parthenon Investors VII Buyout 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
Berkshire Fund XI Buyout 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
Providence Equity Partners IX L.P. Buyout 2025
$13.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
HPS Core Credit Strategies Fund II Private Credit 2025
$18.4M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Audax Private Equity Fund VII 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 — Calumet Chesapeake Bay Vanderbilt 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

Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust (Institutional Trust, $3.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.4% Actual; $101.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$46M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 11.4% actual on $3.9B total assets). Gatekeeper / Intake Conduit: WTW (Willis Towers Watson).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-03

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust

551 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust (18 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 9 Shared Vehicles

Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust

Private Foundation Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Parthenon Investors VII (2025 Vintage)
Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust: $17.0M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Berkshire Fund XI (2025 Vintage) · American Securities Partners IX (2025 Vintage)

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

Battenkill Glen Ellyn Abernathy Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Berkshire Fund XI (2025 Vintage)
Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
Battenkill Glen Ellyn Abernathy Private Markets Primary & GP Seeder Fund-of-Funds: $45.0M · SEC Form ADV 7.B

Additional shared vehicles: Parthenon Investors VII (2025 Vintage) · American Securities Partners IX (2025 Vintage)

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

Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

Private Foundation Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence EQ VIII (2023 Vintage)
Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust: $14.5M · IRS Form 990 Sched D
Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust: $18.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Project Quail Opportunities, L.P. (2022 Vintage) · Stonepeak Infrastructure Fund IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+548 Additional Institutional LPs Report Shared Vehicles with Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 19 total tracked records for Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (551 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust

Buyout LPs →Private Equity LPs →Private Credit LPs →Infrastructure LPs →Growth Equity LPs →

Frequently Asked Questions: Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Hammond, IN). Across 19 historical disclosure records tracked on Prilago ($298.6M total parsed USD across disclosed rows), the median disclosed amount is $15.5M (range: $13.0M to $20.1M).

Which private-market strategies appear in Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust's public disclosures?

Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Equity, Private Credit, Infrastructure, Growth Equity. Open preview records include Parthenon Investors VII (2025 Vintage), Berkshire Fund XI (2025 Vintage), Providence Equity Partners IX L.P. (2025 Vintage), HPS Core Credit Strategies Fund II (2025 Vintage).

How are Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Calumet Chesapeake Bay Vanderbilt 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 Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/calumet-chesapeake-bay-vanderbilt-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 Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Calumet Chesapeake Bay Vanderbilt Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 551 institutional LPs across 18 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 Caddo Lake Deep Creek Wakefield Philanthropic Foundation & Charitable Trust (9 shared vehicles, e.g. Parthenon Investors VII (2025 Vintage)), Battenkill Glen Ellyn Abernathy Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Berkshire Fund XI (2025 Vintage)), Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust (8 shared vehicles, e.g. Providence EQ VIII (2023 Vintage)).

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