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

Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust

$3.3B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($214.4M parsed USD across disclosed rows) across disclosed strategy exposure in Growth Equity, Buyout, Venture Capital, Private Credit, Real Estate (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
14
5 Open Source Trails Below
Sum of Disclosed Rows
$214.4M
Total AUM: $3.3B
Median Disclosed Amount
$15.0M
Range: $12.3M – $18.9M
Disclosed Fund Multiples
16.7% Mean IRR (n=2) · 1.35x Mean TVPI (n=2)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 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
Pacific Asset Management Bank Loan Fund LP Private Credit 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
PSG VI Growth Equity 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
PIMCO Aviation Income Partners II Buyout 2025
$13.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Contour Venture Partners V-A, LP Venture Capital 2025
$18.9M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Bain Capital Venture Partners XIV Venture Capital 2025
$12.3M
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 — Carmel Valley Hartland Vance 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 Hartland Vance Permanent Endowment & Fiduciary Trust (Institutional Trust, $3.3B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.5% vs. 12.5% Actual; $99.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.5% vs 12.5% actual on $3.3B total assets). Gatekeeper / Intake Conduit: Townsend Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust

467 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust (14 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 5 Shared Vehicles

Ventura County Employees' Retirement

Public Pension Plan California
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PIMCO Aviation Income Partners II (2024 Vintage)
Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust: $13.8M · IRS Form 990 Sched D
Ventura County Employees' Retirement: $25.0M · CAFR / Board Packet (VCERA-ACFR-2025-Sec, p.52)

Additional shared vehicles: Bain Capital Special Situations Asia II (2022 Vintage) · Great Hill Equity Partners VIII (2022 Vintage)

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

Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust

Institutional Trust Worcester, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Pacific Asset Management Bank Loan Fund LP (2025 Vintage)
Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust: $14.5M · IRS Form 990 Sched D
Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust: $13.2M · IRS Form 990 Sched D

Additional shared vehicles: PSG EUROPE II (2025 Vintage) · PIMCO Aviation Income Partners II (2024 Vintage)

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

Washington State Investment Board

Public Pension Plan Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PSG EUROPE II (2025 Vintage)
Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust: $14.0M · IRS Form 990 Sched D
Washington State Investment Board: $200.3M · CAFR / Board Packet (ir063025, p.4)

Additional shared vehicles: Bain Capital Special Situations Asia II (2022 Vintage) · PSG VI (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+464 Additional Institutional LPs Report Shared Vehicles with Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 14 total tracked records for Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (467 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust

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

Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Monterey, CA; Headquarters: Monterey, CA). Across 14 historical disclosure records tracked on Prilago ($214.4M total parsed USD across disclosed rows), the median disclosed amount is $15.0M (range: $12.3M to $18.9M).

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

Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust has disclosed records across Growth Equity, Buyout, Venture Capital, Private Credit, Real Estate. Open preview records include Pacific Asset Management Bank Loan Fund LP (2025 Vintage), PSG VI (2025 Vintage), PIMCO Aviation Income Partners II (2025 Vintage), Contour Venture Partners V-A, LP (2025 Vintage).

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

Records for Carmel Valley Hartland Vance 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 Hartland Vance 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-hartland-vance-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 Hartland Vance Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Carmel Valley Hartland Vance Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 467 institutional LPs across 14 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 Ventura County Employees' Retirement (5 shared vehicles, e.g. PIMCO Aviation Income Partners II (2024 Vintage)), Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust (5 shared vehicles, e.g. Pacific Asset Management Bank Loan Fund LP (2025 Vintage)), Washington State Investment Board (3 shared vehicles, e.g. PSG EUROPE II (2025 Vintage)).

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