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University Endowment IRS Form 990 Sched D Roadshow Hub: Ohio / Indiana HQ: Dayton, OH

Carillon Cape May Worthington University Foundation & Endowment Pool

$6.1B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($526.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Private Equity, Co-Investment (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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$526.0M
Total AUM: $6.1B
Median Disclosed Amount
$18.8M
Range: $13.0M – $47.2M
Disclosed Fund Multiples
12.8% Mean IRR (n=9) · 1.34x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Carillon Cape May Worthington University Foundation & Endowment Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Hellman & Freidman Capital Partners XI Buyout 2025
$38.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
High Street Logistics Value Fund I Real Estate 2024
$37.8M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Helios Investors III LP Private Equity 2024
$33.0M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Heitman Value Partners VI Real Estate 2024
$31.0M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
High Street Value Add Fund I LP Real Estate 2024
$27.0M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Carillon Cape May Worthington University Foundation & Endowment Pool

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

Allocation-Policy / Pacing Update

Carillon Cape May Worthington University Foundation & Endowment Pool (University Endowment, $6.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.8% Actual; $134.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$60M–$114M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.0% vs 18.8% actual on $6.1B total assets). Gatekeeper / Intake Conduit: Wilshire Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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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 — Carillon Cape May Worthington University Foundation & Endowment Pool

567 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carillon Cape May Worthington University Foundation & Endowment Pool (21 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 13 Shared Vehicles

Bitterroot Catskill Chamberlain Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Missoula, MT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hellman & Freidman Capital Partners XI (2025 Vintage)
Carillon Cape May Worthington University Foundation & Endowment Pool: $38.0M · IRS Form 990 Sched D
Bitterroot Catskill Chamberlain Industrial Consolidated Master Retirement Trust: $15.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: High Street Logistics Value Fund I (2024 Vintage) · Helios Investors III LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

FEG Investment Advisors

OCIO / Wealth RIA Cincinnati, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
High Street Logistics Value Fund I (2024 Vintage)
Carillon Cape May Worthington University Foundation & Endowment Pool: $37.8M · IRS Form 990 Sched D
FEG Investment Advisors: $41.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Hellman & Freidman Capital Partners XI (2025 Vintage) · Helios Investors III LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

United Capital Financial Advisors

OCIO / Wealth RIA Irving, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Helios Investors III LP (2024 Vintage)
Carillon Cape May Worthington University Foundation & Endowment Pool: $33.0M · IRS Form 990 Sched D
United Capital Financial Advisors: $16.2M · SEC Form ADV 7.B

Additional shared vehicles: Hellman & Freidman Capital Partners XI (2025 Vintage) · High Street Logistics Value Fund I (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+564 Additional Institutional LPs Report Shared Vehicles with Carillon Cape May Worthington University Foundation & Endowment Pool

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Request Pilot Access to Full Workspace Data for Carillon Cape May Worthington University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 21 total tracked records for Carillon Cape May Worthington University Foundation & Endowment Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (567 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 Carillon Cape May Worthington University Foundation & Endowment Pool

Private Credit LPs →Buyout LPs →Real Estate LPs →Private Equity LPs →Co-Investment LPs →

Frequently Asked Questions: Carillon Cape May Worthington University Foundation & Endowment Pool

What type of institutional allocator is Carillon Cape May Worthington University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Carillon Cape May Worthington University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Dayton, OH). Across 21 historical disclosure records tracked on Prilago ($526.0M total parsed USD across disclosed rows), the median disclosed amount is $18.8M (range: $13.0M to $47.2M).

Which private-market strategies appear in Carillon Cape May Worthington University Foundation & Endowment Pool's public disclosures?

Carillon Cape May Worthington University Foundation & Endowment Pool has disclosed records across Private Credit, Buyout, Real Estate, Private Equity, Co-Investment. Open preview records include Hellman & Freidman Capital Partners XI (2025 Vintage), High Street Logistics Value Fund I (2024 Vintage), Helios Investors III LP (2024 Vintage), Heitman Value Partners VI (2024 Vintage).

How are Carillon Cape May Worthington University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Carillon Cape May Worthington University Foundation & Endowment 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 Carillon Cape May Worthington University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carillon-cape-may-worthington-university-foundation-and-endowment-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 Carillon Cape May Worthington University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Carillon Cape May Worthington University Foundation & Endowment Pool shares resolved underlying fund vehicles with 567 institutional LPs across 21 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 Bitterroot Catskill Chamberlain Industrial Consolidated Master Retirement Trust (13 shared vehicles, e.g. Hellman & Freidman Capital Partners XI (2025 Vintage)), FEG Investment Advisors (9 shared vehicles, e.g. High Street Logistics Value Fund I (2024 Vintage)), United Capital Financial Advisors (9 shared vehicles, e.g. Helios Investors III LP (2024 Vintage)).

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