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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Ohio / Indiana HQ: Dayton, OH

Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust

$6.2B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($553.8M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Private Credit, 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
26
5 Open Source Trails Below
Sum of Disclosed Rows
$553.8M
Total AUM: $6.2B
Median Disclosed Amount
$21.6M
Range: $14.0M – $33.1M
Disclosed Fund Multiples
12.8% Mean IRR (n=14) · 1.33x Mean TVPI (n=14)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 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
Lightspeed Venture Partners VII Venture Capital 2025
$25.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Levine Leichtman Cap Prt VII Private Equity 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
Lightspeed Venture Partners VIII Venture Capital 2025
$21.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Leeds Equity Partners VII, L.P. Buyout 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
Lightspeed India Partners I Venture Capital 2025
$16.5M
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 — Carillon Hoosac Holmberg 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

Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust (Institutional Trust, $6.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 12.3% Actual; $136.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$61M–$116M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 12.3% actual on $6.2B total assets). Gatekeeper / Intake Conduit: Meketa Investment Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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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 — Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust

676 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust (23 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 11 Shared Vehicles

London CIV (UK LGPS Pool)

Public Pension Plan London, United Kingdom
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lerer Hippeau IX (2025 Vintage)
Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust: $27.5M · IRS Form 990 Sched D
London CIV (UK LGPS Pool): $103.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Lightspeed Venture Partners VII (2025 Vintage) · Levine Leichtman Cap Prt VII (2025 Vintage)

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

Fairfield County Bennington Pembroke Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Stamford, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Venture Partners VII (2025 Vintage)
Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust: $25.2M · IRS Form 990 Sched D
Fairfield County Bennington Pembroke Private Markets Primary & GP Seeder Fund-of-Funds: $74.5M · SEC Form ADV 7.B

Additional shared vehicles: Lerer Hippeau IX (2025 Vintage) · Levine Leichtman Cap Prt VII (2025 Vintage)

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

Private Advisor Group

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Levine Leichtman Cap Prt VII (2025 Vintage)
Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust: $24.2M · IRS Form 990 Sched D
Private Advisor Group: $60.2M · SEC Form ADV 7.B

Additional shared vehicles: Lerer Hippeau IX (2025 Vintage) · Lightspeed Venture Partners VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+673 Additional Institutional LPs Report Shared Vehicles with Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 26 total tracked records for Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (676 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 Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Dayton, OH). Across 26 historical disclosure records tracked on Prilago ($553.8M total parsed USD across disclosed rows), the median disclosed amount is $21.6M (range: $14.0M to $33.1M).

Which private-market strategies appear in Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust's public disclosures?

Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust has disclosed records across Venture Capital, Buyout, Private Credit, Real Estate, Private Equity. Open preview records include Lightspeed Venture Partners VII (2025 Vintage), Levine Leichtman Cap Prt VII (2025 Vintage), Lightspeed Venture Partners VIII (2025 Vintage), Leeds Equity Partners VII, L.P. (2025 Vintage).

How are Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Carillon Hoosac Holmberg 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 Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carillon-hoosac-holmberg-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 Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Carillon Hoosac Holmberg Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 676 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 London CIV (UK LGPS Pool) (11 shared vehicles, e.g. Lerer Hippeau IX (2025 Vintage)), Fairfield County Bennington Pembroke Private Markets Primary & GP Seeder Fund-of-Funds (9 shared vehicles, e.g. Lightspeed Venture Partners VII (2025 Vintage)), Private Advisor Group (9 shared vehicles, e.g. Levine Leichtman Cap Prt VII (2025 Vintage)).

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