Skip to main content
Healthcare / Hospital System IRS Form 990 Sched D Roadshow Hub: Roanoke, VA HQ: Roanoke, VA

Carilion Clinic Long-Term Endowment & Investment Pool

$3.4B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($242.1M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Equity, Venture Capital, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
15
5 Open Source Trails Below
Sum of Disclosed Rows
$242.1M
Total AUM: $3.4B
Median Disclosed Amount
$16.0M
Range: $13.0M – $20.7M
Disclosed Fund Multiples
12.1% Mean IRR (n=3) · 1.29x Mean TVPI (n=3)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Carilion Clinic Long-Term Endowment & Investment Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 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
Heitman America Real Estate Trust, L.P. Real Estate 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
Advent International XI 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
Heitman VP VI Real Estate 2025
$17.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Heitman Global Real Estate Fund II, LP Real Estate 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
Neuberger Berman Private Equity Fund IX Buyout 2025
$16.2M
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 — Carilion Clinic Long-Term Endowment & Investment Pool

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Carilion Clinic Long-Term Endowment & Investment Pool (Healthcare / Hospital System, $3.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.5% vs. 13.8% Actual; $91.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 16.5% vs 13.8% actual on $3.4B total assets). Gatekeeper / Intake Conduit: Cambridge Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Carilion Clinic Long-Term Endowment & Investment Pool

451 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carilion Clinic Long-Term Endowment & Investment Pool (15 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 4 Shared Vehicles

Arizona SRS

Public Pension Plan Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Heitman America Real Estate Trust (2024 Vintage)
Carilion Clinic Long-Term Endowment & Investment Pool: $18.0M · IRS Form 990 Sched D
Arizona SRS: $100.0M · CAFR / Board Packet (Arizona State Retirement System Board Meeting Minutes, March 2024)

Additional shared vehicles: Stonepeak Infrastructure Fund IV (2021 Vintage) · HPS Strategic Investment Partners IV (2020 Vintage)

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

New York State Common Retirement Fund

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Stonepeak Infrastructure Fund IV (2021 Vintage)
Carilion Clinic Long-Term Endowment & Investment Pool: $20.7M · IRS Form 990 Sched D
New York State Common Retirement Fund: $300.0M · CAFR / Board Packet (NYSCRF 2025, p.161)

Additional shared vehicles: CVC Capital Partners Strategic Opportunities II, LP (2018 Vintage) · M2 NY Pioneer II, LP (2017 Vintage)

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

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Neuberger Berman Private Equity Fund IX (2025 Vintage)
Carilion Clinic Long-Term Endowment & Investment Pool: $16.2M · IRS Form 990 Sched D
South Carolina RSIC: $25.0M · CAFR / Board Packet (South Carolina RSIC 2023 ACFR p. 114)

Additional shared vehicles: Oaktree ROF VI (2023 Vintage) · Stonepeak Infrastructure Fund IV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+448 Additional Institutional LPs Report Shared Vehicles with Carilion Clinic Long-Term Endowment & Investment Pool

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Carilion Clinic Long-Term Endowment & Investment Pool

You are viewing 5 open public preview records (out of 15 total tracked records for Carilion Clinic Long-Term Endowment & Investment Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (451 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Carilion Clinic Long-Term Endowment & Investment Pool and our interactive GP workspace.

Strategies Disclosed by Carilion Clinic Long-Term Endowment & Investment Pool

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

Frequently Asked Questions: Carilion Clinic Long-Term Endowment & Investment Pool

What type of institutional allocator is Carilion Clinic Long-Term Endowment & Investment Pool and what is their typical disclosed ticket size?

Carilion Clinic Long-Term Endowment & Investment Pool is categorized under Healthcare / Hospital System (Regional Roadshow Hub: Roanoke, VA; Headquarters: Roanoke, VA). Across 15 historical disclosure records tracked on Prilago ($242.1M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $20.7M).

Which private-market strategies appear in Carilion Clinic Long-Term Endowment & Investment Pool's public disclosures?

Carilion Clinic Long-Term Endowment & Investment Pool has disclosed records across Real Estate, Buyout, Private Equity, Venture Capital, Growth Equity. Open preview records include Heitman America Real Estate Trust, L.P. (2025 Vintage), Advent International XI (2025 Vintage), Heitman VP VI (2025 Vintage), Heitman Global Real Estate Fund II, LP (2025 Vintage).

How are Carilion Clinic Long-Term Endowment & Investment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Carilion Clinic Long-Term Endowment & Investment Pool 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 Carilion Clinic Long-Term Endowment & Investment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carilion-clinic-long-term-endowment-and-investment-pool or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Carilion Clinic Long-Term Endowment & Investment Pool?

In Prilago's bilateral commitment graph, Carilion Clinic Long-Term Endowment & Investment Pool shares resolved underlying fund vehicles with 451 institutional LPs across 15 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 Arizona SRS (4 shared vehicles, e.g. Heitman America Real Estate Trust (2024 Vintage)), New York State Common Retirement Fund (3 shared vehicles, e.g. Stonepeak Infrastructure Fund IV (2021 Vintage)), South Carolina RSIC (3 shared vehicles, e.g. Neuberger Berman Private Equity Fund IX (2025 Vintage)).

Related Healthcare / Hospital System & Roanoke, VA Institutional LPs

Kaiser Foundation Hospitals & Health Plan Investments (32)Battenkill Cape Ann Montague Regional Health System Master Investment Pool (27)Boston Children's Hospital Endowment (27)Broadmoor Cheyenne Mountain Northrop Regional Health System Master Investment Pool (27)Capistrano Hohokam Remington Regional Health System Master Investment Pool (27)Carillon Hampton Roads Beaumont Regional Health System Master Investment Pool (27)Carmel Valley Firelands Weatherby Regional Health System Master Investment Pool (27)Cedar Rapids Estero Bay Whitmore Regional Health System Master Investment Pool (27)Children's Healthcare of Atlanta Endowment (27)Children's Hospital of Philadelphia (CHOP) Endowment (27)