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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Portland, ME HQ: Portland, ME

Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust

$5.7B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($550.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Venture Capital, Growth 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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$550.8M
Total AUM: $5.7B
Median Disclosed Amount
$20.0M
Range: $13.0M – $33.6M
Disclosed Fund Multiples
12.8% Mean IRR (n=15) · 1.31x Mean TVPI (n=15)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
TTCP NMERB SMA Growth, L.P. Growth Equity 2025
$26.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Tailwind Capital Partners Fund IV, L.P. Buyout 2025
$25.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
TPG Real Estate Partners II, LP Real Estate 2025
$25.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
TPG Real Estate Partners III, LP Real Estate 2025
$23.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
TSP Value and Income Fund II, LP Buyout 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

Forward-Looking Searches, Pacing Plans & Governance Updates — Casco Bay Battenkill Chesterfield 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

Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.0% vs. 13.0% Actual; $171.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$77M–$145M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 16.0% vs 13.0% actual on $5.7B total assets). Gatekeeper / Intake Conduit: Verus Investments.

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

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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 — Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust

714 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust (26 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 13 Shared Vehicles

Blue Pool Capital (Tsai / Wu Multi-Family Office)

Family Office / MFO Central, Hong Kong
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TTCP NMERB SMA Growth, L.P. (2025 Vintage)
Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust: $26.2M · IRS Form 990 Sched D
Blue Pool Capital (Tsai / Wu Multi-Family Office): $34.0M · SEC Form ADV 7.B

Additional shared vehicles: Tailwind Capital Partners Fund IV, L.P. (2025 Vintage) · TPG Real Estate Partners II, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Des Plaines Clearwater Alderwood Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Tailwind Capital Partners Fund IV, L.P. (2025 Vintage)
Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust: $25.8M · IRS Form 990 Sched D
Des Plaines Clearwater Alderwood Institutional Outsourced CIO & Wealth Advisory: $46.0M · SEC Form ADV 7.B

Additional shared vehicles: TTCP NMERB SMA Growth, L.P. (2025 Vintage) · TPG Real Estate Partners II, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Golden Isles Harpeth Carrington University Foundation & Endowment Pool

University Endowment Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TSP Value and Income Fund II, LP (2025 Vintage)
Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust: $21.8M · IRS Form 990 Sched D
Golden Isles Harpeth Carrington University Foundation & Endowment Pool: $14.5M · IRS Form 990 Sched D

Additional shared vehicles: TTCP NMERB SMA Growth, L.P. (2025 Vintage) · Tailwind Capital Partners Fund IV, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+711 Additional Institutional LPs Report Shared Vehicles with Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 27 total tracked records for Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (714 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 Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Portland, ME; Headquarters: Portland, ME). Across 27 historical disclosure records tracked on Prilago ($550.8M total parsed USD across disclosed rows), the median disclosed amount is $20.0M (range: $13.0M to $33.6M).

Which private-market strategies appear in Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust's public disclosures?

Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Real Estate, Private Credit, Venture Capital, Growth Equity. Open preview records include TTCP NMERB SMA Growth, L.P. (2025 Vintage), Tailwind Capital Partners Fund IV, L.P. (2025 Vintage), TPG Real Estate Partners II, LP (2025 Vintage), TPG Real Estate Partners III, LP (2025 Vintage).

How are Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Casco Bay Battenkill Chesterfield 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 Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/casco-bay-battenkill-chesterfield-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 Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 714 institutional LPs across 26 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 Blue Pool Capital (Tsai / Wu Multi-Family Office) (13 shared vehicles, e.g. TTCP NMERB SMA Growth, L.P. (2025 Vintage)), Des Plaines Clearwater Alderwood Institutional Outsourced CIO & Wealth Advisory (10 shared vehicles, e.g. Tailwind Capital Partners Fund IV, L.P. (2025 Vintage)), Golden Isles Harpeth Carrington University Foundation & Endowment Pool (10 shared vehicles, e.g. TSP Value and Income Fund II, LP (2025 Vintage)).

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