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Institutional Trust IRS Form 990 Sched D Roadshow Hub: San Juan Capistrano, CA HQ: San Juan Capistrano, CA

Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust

$5.7B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($467.0M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Distressed / Special Situations, Real Estate, Natural Resources (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$467.0M
Total AUM: $5.7B
Median Disclosed Amount
$18.5M
Range: $13.0M – $33.6M
Disclosed Fund Multiples
13.7% Mean IRR (n=11) · 1.33x Mean TVPI (n=11)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
BCP Fund II, L.P. Buyout 2025
$28.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Audax Private Equity Fund V Buyout 2025
$24.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Audax Private Equity Fund III Buyout 2025
$23.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Accel-KKR Growth Capital III Growth Equity 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
Thoma Bravo Fund XVI 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

Forward-Looking Searches, Pacing Plans & Governance Updates — Capistrano Blackstone Valley Kavanagh 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

Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.0% Actual; $171.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$77M–$145M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 16.0% vs 13.0% actual on $5.7B total assets). Gatekeeper / Intake Conduit: RVK, Inc..

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-09

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust

745 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust (23 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 11 Shared Vehicles

TrueBridge Capital Partners

Fund of Funds / Seeder US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
BCP Fund II, L.P. (2025 Vintage)
Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust: $28.0M · IRS Form 990 Sched D
TrueBridge Capital Partners: $84.5M · SEC Form ADV 7.B

Additional shared vehicles: Audax Private Equity Fund V (2025 Vintage) · Audax Private Equity Fund III (2025 Vintage)

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

Healdsburg Hingham Pembroke Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Santa Rosa, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Audax Private Equity Fund V (2025 Vintage)
Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust: $24.2M · IRS Form 990 Sched D
Healdsburg Hingham Pembroke Private Markets Primary & GP Seeder Fund-of-Funds: $89.2M · SEC Form ADV 7.B

Additional shared vehicles: Audax Private Equity Fund III (2025 Vintage) · B Capital Global Growth IV, L.P. (2025 Vintage)

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

Danbury Chickamauga Bellingham Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Audax Private Equity Fund III (2025 Vintage)
Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust: $23.2M · IRS Form 990 Sched D
Danbury Chickamauga Bellingham Private Markets Primary & GP Seeder Fund-of-Funds: $102.2M · SEC Form ADV 7.B

Additional shared vehicles: Audax Private Equity Fund V (2025 Vintage) · Axxon Brazil Private Equity Fund II B, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+742 Additional Institutional LPs Report Shared Vehicles with Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 23 total tracked records for Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (745 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust

Buyout LPs →Growth Equity LPs →Distressed / Special Situations LPs →Real Estate LPs →Natural Resources LPs →

Frequently Asked Questions: Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: San Juan Capistrano, CA; Headquarters: San Juan Capistrano, CA). Across 23 historical disclosure records tracked on Prilago ($467.0M total parsed USD across disclosed rows), the median disclosed amount is $18.5M (range: $13.0M to $33.6M).

Which private-market strategies appear in Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust's public disclosures?

Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Growth Equity, Distressed / Special Situations, Real Estate, Natural Resources. Open preview records include BCP Fund II, L.P. (2025 Vintage), Audax Private Equity Fund V (2025 Vintage), Audax Private Equity Fund III (2025 Vintage), Accel-KKR Growth Capital III (2025 Vintage).

How are Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Capistrano Blackstone Valley Kavanagh 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 Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/capistrano-blackstone-valley-kavanagh-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 Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Capistrano Blackstone Valley Kavanagh Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 745 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 TrueBridge Capital Partners (11 shared vehicles, e.g. BCP Fund II, L.P. (2025 Vintage)), Healdsburg Hingham Pembroke Private Markets Primary & GP Seeder Fund-of-Funds (10 shared vehicles, e.g. Audax Private Equity Fund V (2025 Vintage)), Danbury Chickamauga Bellingham Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Audax Private Equity Fund III (2025 Vintage)).

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