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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Illinois / Chicago HQ: Carbondale, IL

Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust

$6.2B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($493.3M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Multi-Strategy, Private Credit, 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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$493.3M
Total AUM: $6.2B
Median Disclosed Amount
$21.0M
Range: $14.0M – $33.1M
Disclosed Fund Multiples
13.6% Mean IRR (n=11) · 1.34x Mean TVPI (n=11)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Carbondale Canandaigua Sinclair 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
EleganTree Opportunities Fund III Buyout 2025
$21.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Eureka Growth Capital III Growth Equity 2025
$20.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Forerunner Builders I LP Venture Capital 2025
$19.0M
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
$16.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Kepe Selling Fund II Energy Transition 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 — Carbondale Canandaigua Sinclair 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

Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust (Carbondale, IL) committed $18.0M to Lightspeed Venture Partners XIV-A (Inception), L.P. (Venture Capital sleeve) under its 2025 private markets pacing program ($136.4M allocation gap toward a 14.5% target, advised by Fiducient Advisors).

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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust

505 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carbondale Canandaigua Sinclair 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

Cleveland Clinic Foundation Investment Office

Healthcare / Hospital System Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Eilser Multi-Strategy Fund, L.P. (2025 Vintage)
Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust: $26.2M · IRS Form 990 Sched D
Cleveland Clinic Foundation Investment Office: $48.5M · IRS Form 990 Sched D

Additional shared vehicles: Estancia III (2025 Vintage) · EleganTree Opportunities Fund III (2025 Vintage)

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

Berkshire Hills Greenville Ravenscroft Mutual & Casualty Insurance General Account

Insurance Company Pittsfield, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Estancia III (2025 Vintage)
Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D
Berkshire Hills Greenville Ravenscroft Mutual & Casualty Insurance General Account: $35.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Eilser Multi-Strategy Fund, L.P. (2025 Vintage) · EleganTree Opportunities Fund III (2025 Vintage)

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

Hewlett Packard Enterprise US Pension Trust

Corporate Pension Plan Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EleganTree Opportunities Fund III (2025 Vintage)
Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust: $21.0M · IRS Form 990 Sched D
Hewlett Packard Enterprise US Pension Trust: $29.0M · SEC EDGAR Filing

Additional shared vehicles: Eilser Multi-Strategy Fund, L.P. (2025 Vintage) · Estancia III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+502 Additional Institutional LPs Report Shared Vehicles with Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 23 total tracked records for Carbondale Canandaigua Sinclair 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 (505 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 Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust

Buyout LPs →Venture Capital LPs →Multi-Strategy LPs →Private Credit LPs →Growth Equity LPs →

Frequently Asked Questions: Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Illinois / Chicago; Headquarters: Carbondale, IL). Across 23 historical disclosure records tracked on Prilago ($493.3M total parsed USD across disclosed rows), the median disclosed amount is $21.0M (range: $14.0M to $33.1M).

Which private-market strategies appear in Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust's public disclosures?

Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Venture Capital, Multi-Strategy, Private Credit, Growth Equity. Open preview records include EleganTree Opportunities Fund III (2025 Vintage), Eureka Growth Capital III (2025 Vintage), Forerunner Builders I LP (2025 Vintage), Audax Private Equity Fund V (2025 Vintage).

How are Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Carbondale Canandaigua Sinclair 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 Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carbondale-canandaigua-sinclair-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 Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Carbondale Canandaigua Sinclair Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 505 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 Cleveland Clinic Foundation Investment Office (11 shared vehicles, e.g. Eilser Multi-Strategy Fund, L.P. (2025 Vintage)), Berkshire Hills Greenville Ravenscroft Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Estancia III (2025 Vintage)), Hewlett Packard Enterprise US Pension Trust (11 shared vehicles, e.g. EleganTree Opportunities Fund III (2025 Vintage)).

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