Skip to main content
Institutional Trust IRS Form 990 Sched D Roadshow Hub: Portland, ME HQ: Portland, ME

Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust

$5.2B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($320.4M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Buyout, Private Equity, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
18
5 Open Source Trails Below
Sum of Disclosed Rows
$320.4M
Total AUM: $5.2B
Median Disclosed Amount
$17.0M
Range: $13.0M – $28.7M
Disclosed Fund Multiples
11.1% Mean IRR (n=6) · 1.33x Mean TVPI (n=6)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 18 total tracked records (+13 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
Wheelock Street Real Estate Fund VII LP Real Estate 2025
$19.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Linden Capital Partners II, L.P. Buyout 2025
$17.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Weathergage Venture Capital II Venture Capital 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
Whitman Peterson Fund V Real Estate 2025
$15.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Waterland Partnership Fund I Buyout 2024
$19.2M
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 — Casco Bay Great Basin Rosenberg 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 Great Basin Rosenberg Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 12.8% Actual; $114.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$51M–$97M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.0% vs 12.8% actual on $5.2B total assets). Gatekeeper / Intake Conduit: Albourne Partners.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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 — Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust

482 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust (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 6 Shared Vehicles

Coldwater Flathead Valley Caldwell Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Michigan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
West Street Real Estate Fund X (2025 Vintage)
Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust: $17.5M · IRS Form 990 Sched D
Coldwater Flathead Valley Caldwell Private Markets Primary & GP Seeder Fund-of-Funds: $109.0M · SEC Form ADV 7.B

Additional shared vehicles: Weathergage Venture Capital II (2025 Vintage) · Whitman Peterson Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 6 Shared Vehicles

Falmouth Driftless Rosenberg Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Weathergage Venture Capital II (2025 Vintage)
Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust: $16.5M · IRS Form 990 Sched D
Falmouth Driftless Rosenberg Private Markets Primary & GP Seeder Fund-of-Funds: $52.8M · SEC Form ADV 7.B

Additional shared vehicles: West Street Real Estate Fund X (2025 Vintage) · Whitman Peterson Fund V (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Hillspire (Eric Schmidt Family Office)

Family Office / MFO Menlo Park, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Whitman Peterson Fund V (2025 Vintage)
Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust: $15.0M · IRS Form 990 Sched D
Hillspire (Eric Schmidt Family Office): $111.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: West Street Real Estate Fund X (2025 Vintage) · Weathergage Venture Capital II (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+479 Additional Institutional LPs Report Shared Vehicles with Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust

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 Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 18 tracked historical disclosure records (+13 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (482 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 Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust and our interactive GP workspace.

Strategies Disclosed by Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust

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

Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Portland, ME; Headquarters: Portland, ME). Across 18 historical disclosure records tracked on Prilago ($320.4M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $28.7M).

Which private-market strategies appear in Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust's public disclosures?

Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust has disclosed records across Venture Capital, Real Estate, Buyout, Private Equity, Growth Equity. Open preview records include Wheelock Street Real Estate Fund VII LP (2025 Vintage), Linden Capital Partners II, L.P. (2025 Vintage), Weathergage Venture Capital II (2025 Vintage), Whitman Peterson Fund V (2025 Vintage).

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

Records for Casco Bay Great Basin Rosenberg 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 Great Basin Rosenberg 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-great-basin-rosenberg-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 Great Basin Rosenberg Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Casco Bay Great Basin Rosenberg Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 482 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 Coldwater Flathead Valley Caldwell Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. West Street Real Estate Fund X (2025 Vintage)), Falmouth Driftless Rosenberg Private Markets Primary & GP Seeder Fund-of-Funds (6 shared vehicles, e.g. Weathergage Venture Capital II (2025 Vintage)), Hillspire (Eric Schmidt Family Office) (6 shared vehicles, e.g. Whitman Peterson Fund V (2025 Vintage)).

Related Institutional Trust & Portland, ME Institutional LPs

Episcopal Church Medical Trust & Church Pension Group Institutional Pool (28)Public Officials Benefit Association (POBA Korea) (28)Arizona State Land Department Permanent Endowment Trust (Office of the State Treasurer) (27)Battenkill Evergreen Southwell Permanent Endowment & Fiduciary Trust (27)Blackstone Valley Clearwater Livingston Permanent Endowment & Fiduciary Trust (27)Casco Bay Battenkill Chesterfield Permanent Endowment & Fiduciary Trust (27)Cosumnes Bucksport Vanderbilt Permanent Endowment & Fiduciary Trust (27)Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust (27)Delmarva Coos Bay Wakefield Permanent Endowment & Fiduciary Trust (27)Deschutes Chebacco Bernstein Permanent Endowment & Fiduciary Trust (27)