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

Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust

$5.0B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($352.4M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Venture Capital, Real Estate, 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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$352.4M
Total AUM: $5.0B
Median Disclosed Amount
$17.8M
Range: $13.0M – $28.5M
Disclosed Fund Multiples
13.8% Mean IRR (n=7) · 1.35x Mean TVPI (n=7)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Capistrano Elmhurst Caldwell 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
Auda Credit Fund II Private Credit 2025
$17.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Kayne Partners Growth Fund VI 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
Blackstone Green Debt Fund III Private Credit 2025
$13.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Tailwind Capital Partners Fund IV, L.P. Buyout 2025
$13.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
FirstMark Capital Fund VI Venture Capital 2025
$28.5M
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 — Capistrano Elmhurst Caldwell 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 Elmhurst Caldwell Permanent Endowment & Fiduciary Trust (San Juan Capistrano, CA) committed $13.0M to Tailwind Capital Partners Fund IV, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($110.0M allocation gap toward a 15.5% target, advised by StepStone Group).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-21

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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 Elmhurst Caldwell Permanent Endowment & Fiduciary Trust

533 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust (19 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 7 Shared Vehicles

Bennington Escondido Caldwell Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green Resilient Real Estate Fund III (2025 Vintage)
Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust: $23.5M · IRS Form 990 Sched D
Bennington Escondido Caldwell Industrial Consolidated Master Retirement Trust: $39.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Green Private Equity Fund III (2025 Vintage) · Blackstone Credit Opportunities Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Pine Ridge Advisers

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green Private Equity Fund III (2025 Vintage)
Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust: $21.8M · IRS Form 990 Sched D
Pine Ridge Advisers: $68.2M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Green Resilient Real Estate Fund III (2025 Vintage) · Blackstone Credit Opportunities Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

AIA Group General Account

Insurance Company Central, Hong Kong
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Credit Opportunities Fund V (2025 Vintage)
Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust: $20.8M · IRS Form 990 Sched D
AIA Group General Account: $136.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Blackstone Green Resilient Real Estate Fund III (2025 Vintage) · Blackstone Green Private Equity Fund III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+530 Additional Institutional LPs Report Shared Vehicles with Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 19 total tracked records for Capistrano Elmhurst Caldwell 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 (533 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 Elmhurst Caldwell Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust

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

Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: San Juan Capistrano, CA; Headquarters: San Juan Capistrano, CA). Across 19 historical disclosure records tracked on Prilago ($352.4M total parsed USD across disclosed rows), the median disclosed amount is $17.8M (range: $13.0M to $28.5M).

Which private-market strategies appear in Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust's public disclosures?

Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Buyout, Venture Capital, Real Estate, Private Equity. Open preview records include Auda Credit Fund II (2025 Vintage), Kayne Partners Growth Fund VI (2025 Vintage), Blackstone Green Debt Fund III (2025 Vintage), Tailwind Capital Partners Fund IV, L.P. (2025 Vintage).

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

Records for Capistrano Elmhurst Caldwell 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 Elmhurst Caldwell Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/capistrano-elmhurst-caldwell-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 Elmhurst Caldwell Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Capistrano Elmhurst Caldwell Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 533 institutional LPs across 19 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 Bennington Escondido Caldwell Industrial Consolidated Master Retirement Trust (7 shared vehicles, e.g. Blackstone Green Resilient Real Estate Fund III (2025 Vintage)), Pine Ridge Advisers (7 shared vehicles, e.g. Blackstone Green Private Equity Fund III (2025 Vintage)), AIA Group General Account (7 shared vehicles, e.g. Blackstone Credit Opportunities Fund V (2025 Vintage)).

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