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University Endowment IRS Form 990 Sched D Roadshow Hub: Portland, ME HQ: Portland, ME

Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool

$4.4B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($467.1M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Venture Capital, Buyout, Private Equity, Secondaries (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
22
5 Open Source Trails Below
Sum of Disclosed Rows
$467.1M
Total AUM: $4.4B
Median Disclosed Amount
$21.8M
Range: $13.0M – $34.8M
Disclosed Fund Multiples
13.4% Mean IRR (n=10) · 1.32x Mean TVPI (n=10)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 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
Transwestern Strategic Partners Fund III, LP Secondaries 2025
$23.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Trident X LP Buyout 2025
$23.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Trident X, L.P. 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
Transwestern Strategic Partners Fund IV, LP Secondaries 2025
$21.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
New Enterprise Associates X Venture Capital 2025
$18.0M
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 — Casco Bay Chagrin Valley Kingsley 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

Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool (University Endowment, $4.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 21.5% vs. 18.5% Actual; $132.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$59M–$112M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 21.5% vs 18.5% actual on $4.4B total assets). Gatekeeper / Intake Conduit: Marquette Associates.

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 (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool

577 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool (21 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 9 Shared Vehicles

Hillsborough Fayetteville Caldwell Regional Health System Master Investment Pool

Healthcare / Hospital System Burlingame, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Transwestern Strategic Partners Fund III, LP (2025 Vintage)
Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool: $23.8M · IRS Form 990 Sched D
Hillsborough Fayetteville Caldwell Regional Health System Master Investment Pool: $19.5M · IRS Form 990 Sched D

Additional shared vehicles: Trident X LP (2025 Vintage) · Transwestern Strategic Partners Fund IV, LP (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Des Plaines Estero Bay Bellingham Permanent Endowment & Fiduciary Trust

Institutional Trust Des Plaines, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Trident X LP (2025 Vintage)
Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool: $23.2M · IRS Form 990 Sched D
Des Plaines Estero Bay Bellingham Permanent Endowment & Fiduciary Trust: $19.8M · IRS Form 990 Sched D

Additional shared vehicles: Transwestern Strategic Partners Fund III, LP (2025 Vintage) · Transwestern Strategic Partners Fund IV, LP (2025 Vintage)

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

Falmouth Bonaventure Blackwood Mutual & Casualty Insurance General Account

Insurance Company Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Transwestern Strategic Partners Fund IV, LP (2025 Vintage)
Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool: $21.0M · IRS Form 990 Sched D
Falmouth Bonaventure Blackwood Mutual & Casualty Insurance General Account: $76.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Trident X LP (2025 Vintage) · Tiger Iron Garden Fund. L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+574 Additional Institutional LPs Report Shared Vehicles with Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool

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Request Pilot Access to Full Workspace Data for Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 22 total tracked records for Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (577 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool

Private Credit LPs →Venture Capital LPs →Buyout LPs →Private Equity LPs →Secondaries LPs →

Frequently Asked Questions: Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool

What type of institutional allocator is Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Portland, ME; Headquarters: Portland, ME). Across 22 historical disclosure records tracked on Prilago ($467.1M total parsed USD across disclosed rows), the median disclosed amount is $21.8M (range: $13.0M to $34.8M).

Which private-market strategies appear in Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool's public disclosures?

Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool has disclosed records across Private Credit, Venture Capital, Buyout, Private Equity, Secondaries. Open preview records include Transwestern Strategic Partners Fund III, LP (2025 Vintage), Trident X LP (2025 Vintage), Trident X, L.P. (2025 Vintage), Transwestern Strategic Partners Fund IV, LP (2025 Vintage).

How are Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Casco Bay Chagrin Valley Kingsley 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 Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/casco-bay-chagrin-valley-kingsley-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 Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Casco Bay Chagrin Valley Kingsley University Foundation & Endowment Pool shares resolved underlying fund vehicles with 577 institutional LPs across 21 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 Hillsborough Fayetteville Caldwell Regional Health System Master Investment Pool (9 shared vehicles, e.g. Transwestern Strategic Partners Fund III, LP (2025 Vintage)), Des Plaines Estero Bay Bellingham Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. Trident X LP (2025 Vintage)), Falmouth Bonaventure Blackwood Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. Transwestern Strategic Partners Fund IV, LP (2025 Vintage)).

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