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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Massachusetts / New England HQ: Gloucester, MA

Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust

$5.4B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($424.2M parsed USD across disclosed rows) across disclosed strategy exposure in Growth Equity, Venture Capital, Buyout, Real Assets, Real Estate (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
$424.2M
Total AUM: $5.4B
Median Disclosed Amount
$16.2M
Range: $13.0M – $27.8M
Disclosed Fund Multiples
14.6% Mean IRR (n=12) · 1.81x Mean TVPI (n=12)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Cape Ann Foothills Livingston 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
Taurus Private Markets Fund II, L.P. 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
PSG VI Growth Equity 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
NB Secondary Opp Fund V Secondaries 2025
$27.8M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Bain Capital Real Estate Fund V Real Estate 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
HIG Middle Market Direct Lending Fund IV Private Credit 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 — Cape Ann Foothills Livingston 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

Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.0% Actual; $162.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$73M–$138M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 11.0% actual on $5.4B total assets). Gatekeeper / Intake Conduit: Fiducient Advisors.

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 — Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust

578 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust (23 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 11 Shared Vehicles

Panagora Asset Management

OCIO / Wealth RIA Boston, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Taurus Private Markets Fund II (2025 Vintage)
Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
Panagora Asset Management: $91.5M · SEC Form ADV 7.B

Additional shared vehicles: Technology Impact Growth Fund II (2021 Vintage) · Technology Crossover Ventures (TCV) XI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

Choreo

Family Office / MFO Rockford, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Technology Impact Growth Fund II (2021 Vintage)
Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust: $22.8M · IRS Form 990 Sched D
Choreo: $94.8M · SEC Form ADV 7.B

Additional shared vehicles: Taurus Private Markets Fund II (2025 Vintage) · Technology Crossover Ventures (TCV) XI (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

Germantown Bitterroot Pendleton Permanent Endowment & Fiduciary Trust

Institutional Trust Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Technology Crossover Ventures (TCV) XI (2021 Vintage)
Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust: $20.5M · IRS Form 990 Sched D
Germantown Bitterroot Pendleton Permanent Endowment & Fiduciary Trust: $34.0M · IRS Form 990 Sched D

Additional shared vehicles: Taurus Private Markets Fund II (2025 Vintage) · Technology Impact Growth Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+575 Additional Institutional LPs Report Shared Vehicles with Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 24 total tracked records for Cape Ann Foothills Livingston 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 (578 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 Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Gloucester, MA). Across 24 historical disclosure records tracked on Prilago ($424.2M total parsed USD across disclosed rows), the median disclosed amount is $16.2M (range: $13.0M to $27.8M).

Which private-market strategies appear in Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust's public disclosures?

Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust has disclosed records across Growth Equity, Venture Capital, Buyout, Real Assets, Real Estate. Open preview records include Taurus Private Markets Fund II, L.P. (2025 Vintage), PSG VI (2025 Vintage), NB Secondary Opp Fund V (2025 Vintage), Bain Capital Real Estate Fund V (2025 Vintage).

How are Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Cape Ann Foothills Livingston 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 Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cape-ann-foothills-livingston-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 Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Cape Ann Foothills Livingston Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 578 institutional LPs across 23 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 Panagora Asset Management (11 shared vehicles, e.g. Taurus Private Markets Fund II (2025 Vintage)), Choreo (11 shared vehicles, e.g. Technology Impact Growth Fund II (2021 Vintage)), Germantown Bitterroot Pendleton Permanent Endowment & Fiduciary Trust (11 shared vehicles, e.g. Technology Crossover Ventures (TCV) XI (2021 Vintage)).

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