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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Monterey, CA HQ: Monterey, CA

Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust

$3.7B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($263.6M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Private Credit, Buyout, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$263.6M
Total AUM: $3.7B
Median Disclosed Amount
$15.5M
Range: $12.5M – $19.1M
Disclosed Fund Multiples
13.5% Mean IRR (n=5) · 1.35x Mean TVPI (n=5)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
MGG Evergreen Cardinal Fund, L.P. Buyout 2025
$16.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Techstars Ventures 2017 LP Venture Capital 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
Lubert-Adler Real Estate Fund VII, LP Real Estate 2025
$15.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Silver Point Specialty Credit Fund II LP Private Credit 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
Lightspeed Venture Partners VIII Venture Capital 2025
$13.0M
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 — Carmel Valley Burlingame Westbrook 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

Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust (Institutional Trust, $3.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.8% Actual; $81.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 11.8% actual on $3.7B total assets). Gatekeeper / Intake Conduit: StepStone Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-07

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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 — Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust

501 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust (16 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 6 Shared Vehicles

Ajman Ajman Brookline Sovereign Strategic Investment Fund

Sovereign Wealth Fund Ajman, Ajman
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lubert-Adler Real Estate Fund VII, LP (2025 Vintage)
Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust: $15.5M · IRS Form 990 Sched D
Ajman Ajman Brookline Sovereign Strategic Investment Fund: $18.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: MGG Evergreen Cardinal Fund, L.P. (2024 Vintage) · M13 Ventures IV, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Glenwood Canandaigua Rosenberg Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Glenwood Springs, CO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Lightspeed Venture Partners VIII (2025 Vintage)
Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust: $13.0M · IRS Form 990 Sched D
Glenwood Canandaigua Rosenberg Industrial Consolidated Master Retirement Trust: $64.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Lubert-Adler Real Estate Fund VII, LP (2025 Vintage) · M13 Ventures IV, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Delavan Coronado Kensington Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
MGG Evergreen Cardinal Fund, L.P. (2024 Vintage)
Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust: $16.8M · IRS Form 990 Sched D
Delavan Coronado Kensington Industrial Consolidated Master Retirement Trust: $24.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Lubert-Adler Real Estate Fund VII, LP (2025 Vintage) · M13 Ventures IV, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+498 Additional Institutional LPs Report Shared Vehicles with Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (501 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 Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Monterey, CA; Headquarters: Monterey, CA). Across 17 historical disclosure records tracked on Prilago ($263.6M total parsed USD across disclosed rows), the median disclosed amount is $15.5M (range: $12.5M to $19.1M).

Which private-market strategies appear in Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust's public disclosures?

Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust has disclosed records across Venture Capital, Private Credit, Buyout, Real Estate, Private Equity. Open preview records include MGG Evergreen Cardinal Fund, L.P. (2025 Vintage), Techstars Ventures 2017 LP (2025 Vintage), Lubert-Adler Real Estate Fund VII, LP (2025 Vintage), Silver Point Specialty Credit Fund II LP (2025 Vintage).

How are Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Carmel Valley Burlingame Westbrook 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 Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/carmel-valley-burlingame-westbrook-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 Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Carmel Valley Burlingame Westbrook Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 501 institutional LPs across 16 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 Ajman Ajman Brookline Sovereign Strategic Investment Fund (6 shared vehicles, e.g. Lubert-Adler Real Estate Fund VII, LP (2025 Vintage)), Glenwood Canandaigua Rosenberg Industrial Consolidated Master Retirement Trust (5 shared vehicles, e.g. Lightspeed Venture Partners VIII (2025 Vintage)), Delavan Coronado Kensington Industrial Consolidated Master Retirement Trust (5 shared vehicles, e.g. MGG Evergreen Cardinal Fund, L.P. (2024 Vintage)).

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