Skip to main content
University Endowment IRS Form 990 Sched D Roadshow Hub: Monterey, CA HQ: Monterey, CA

Carmel Valley Barataria Mcallister University Foundation & Endowment Pool

$2.3B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($288.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Equity, Real Assets, Energy Transition (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
19
5 Open Source Trails Below
Sum of Disclosed Rows
$288.7M
Total AUM: $2.3B
Median Disclosed Amount
$15.2M
Range: $11.6M – $18.0M
Disclosed Fund Multiples
12.3% Mean IRR (n=7) · 1.29x Mean TVPI (n=7)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Carmel Valley Barataria Mcallister University Foundation & Endowment Pool

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
Lovell Minnick Equity Partners VI, L.P. Buyout 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
Lone Star Fund X (U.S), LP Buyout 2025
$15.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Lone Star Fund XII, LP Buyout 2025
$14.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Lindsay Goldberg VI Empire Co-Inv. LP Private Equity 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
Loomis, Sayles & Co., L.P. Real Assets 2024
$16.5M
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 — Carmel Valley Barataria Mcallister 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

Carmel Valley Barataria Mcallister University Foundation & Endowment Pool (University Endowment, $2.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.0% vs. 18.0% Actual; $69.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.0% vs 18.0% actual on $2.3B total assets). Gatekeeper / Intake Conduit: RVK, Inc..

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Carmel Valley Barataria Mcallister University Foundation & Endowment Pool

665 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carmel Valley Barataria Mcallister University Foundation & Endowment Pool (18 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 7 Shared Vehicles

Cape Fear Beaverhead Carmichael Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Parthenon Investors VII (2025 Vintage)
Carmel Valley Barataria Mcallister University Foundation & Endowment Pool: $16.0M · IRS Form 990 Sched D
Cape Fear Beaverhead Carmichael Institutional Outsourced CIO & Wealth Advisory: $57.0M · SEC Form ADV 7.B

Additional shared vehicles: Berkshire Fund XI (2025 Vintage) · American Securities Partners IX (2024 Vintage)

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

Arapahoe Candlelight Goldstein University Foundation & Endowment Pool

University Endowment Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Berkshire Fund XI (2025 Vintage)
Carmel Valley Barataria Mcallister University Foundation & Endowment Pool: $14.0M · IRS Form 990 Sched D
Arapahoe Candlelight Goldstein University Foundation & Endowment Pool: $15.0M · IRS Form 990 Sched D

Additional shared vehicles: Parthenon Investors VII (2025 Vintage) · American Securities Partners IX (2024 Vintage)

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

Cape Ann Cottonwood Sterling Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
American Securities Partners IX (2024 Vintage)
Carmel Valley Barataria Mcallister University Foundation & Endowment Pool: $14.0M · IRS Form 990 Sched D
Cape Ann Cottonwood Sterling Mutual & Casualty Insurance General Account: $43.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Parthenon Investors VII (2025 Vintage) · Berkshire Fund XI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+662 Additional Institutional LPs Report Shared Vehicles with Carmel Valley Barataria Mcallister University Foundation & Endowment 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 Carmel Valley Barataria Mcallister University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 19 total tracked records for Carmel Valley Barataria Mcallister University Foundation & Endowment Pool) 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 (665 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Carmel Valley Barataria Mcallister University Foundation & Endowment Pool and our interactive GP workspace.

Strategies Disclosed by Carmel Valley Barataria Mcallister University Foundation & Endowment Pool

Buyout LPs →Real Estate LPs →Private Equity LPs →Real Assets LPs →Energy Transition LPs →

Frequently Asked Questions: Carmel Valley Barataria Mcallister University Foundation & Endowment Pool

What type of institutional allocator is Carmel Valley Barataria Mcallister University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Carmel Valley Barataria Mcallister University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Monterey, CA; Headquarters: Monterey, CA). Across 19 historical disclosure records tracked on Prilago ($288.7M total parsed USD across disclosed rows), the median disclosed amount is $15.2M (range: $11.6M to $18.0M).

Which private-market strategies appear in Carmel Valley Barataria Mcallister University Foundation & Endowment Pool's public disclosures?

Carmel Valley Barataria Mcallister University Foundation & Endowment Pool has disclosed records across Buyout, Real Estate, Private Equity, Real Assets, Energy Transition. Open preview records include Lovell Minnick Equity Partners VI, L.P. (2025 Vintage), Lone Star Fund X (U.S), LP (2025 Vintage), Lone Star Fund XII, LP (2025 Vintage), Lindsay Goldberg VI Empire Co-Inv. LP (2025 Vintage).

How are Carmel Valley Barataria Mcallister University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Carmel Valley Barataria Mcallister 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 Carmel Valley Barataria Mcallister University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carmel-valley-barataria-mcallister-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 Carmel Valley Barataria Mcallister University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Carmel Valley Barataria Mcallister University Foundation & Endowment Pool shares resolved underlying fund vehicles with 665 institutional LPs across 18 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 Cape Fear Beaverhead Carmichael Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. Parthenon Investors VII (2025 Vintage)), Arapahoe Candlelight Goldstein University Foundation & Endowment Pool (7 shared vehicles, e.g. Berkshire Fund XI (2025 Vintage)), Cape Ann Cottonwood Sterling Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. American Securities Partners IX (2024 Vintage)).

Related University Endowment & Monterey, CA Institutional LPs

University of Texas (UTIMCO) (562)UC Regents (405)Carmel Valley Escondido Ravenscroft Mutual & Casualty Insurance General Account (31)PUF-TX (Texas Permanent University Fund Endowment) (30)JST Japan University Endowment Fund (29)MIT Investment Management Company (MITIMCo) (29)University of Michigan Endowment (29)Yale University Investments Office (28)Carillon Cumberland Gap Montgomery University Foundation & Endowment Pool (27)Carmel Valley Firelands Weatherby Regional Health System Master Investment Pool (27)