Skip to main content
Corporate Pension Plan Allocator Webpage (Unanchored URL) Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Hickory, NC

Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust

$14.9B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($984.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Real Assets, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$984.0M
Total AUM: $14.9B
Median Disclosed Amount
$43.0M
Range: $31.0M – $74.1M
Disclosed Fund Multiples
11.9% Mean IRR (n=10) · 1.74x Mean TVPI (n=10)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)
Citation Substantiation Note: Records below reference a general institutional or capabilities webpage rather than a page-anchored statutory filing table. While vehicle names correspond to feeder or private-fund disclosures, the exact statutory filing and displayed dollar figures still require page-level substantiation.

Historical Fund Disclosures — Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust

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
Sustainable Assets Fund IV, L.P. Real Assets 2025
$44.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Bain Capital Special Situations Asia III Private Credit 2025
$41.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Macquarie Infrastructure Partners VI Infrastructure 2025
$39.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
Blackstone Capital Partners XI Buyout 2025
$31.0M
General webpage link · Exact filing & amount pending · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · Allocator Webpage (Unanchored URL)
AG Direct Lending Fund V Private Credit 2022
$45.5M
General webpage link · Exact filing & amount pending · As of March 2026
 General Webpage Cited · Exact Filing & Amount Not Yet Substantiated Inspect Source · Allocator Webpage (Unanchored URL)

Forward-Looking Searches, Pacing Plans & Governance Updates — Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust (Corporate Pension Plan, $14.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.5% vs. 10.9% Actual; $387.4M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$174M–$329M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 13.5% vs 10.9% actual on $14.9B total assets). Gatekeeper / Intake Conduit: Marquette Associates.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-18

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 — Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust

472 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust (20 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 8 Shared Vehicles

Bny Mellon Advisors, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Direct Lending Fund V (2022 Vintage)
Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust: $45.5M · Allocator Webpage (Unanchored URL)
Bny Mellon Advisors, Inc.: $96.5M · SEC Form ADV 7.B

Additional shared vehicles: AG Direct Lending Fund IV Annex, L.P. (2022 Vintage) · AG Direct Lending Evergreen Fund LP (2022 Vintage)

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

Deschutes Gila Valley Whitmore Permanent Endowment & Fiduciary Trust

Institutional Trust Pacific Northwest (WA / OR / AK)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Macquarie Infrastructure Partners VI (2025 Vintage)
Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust: $39.0M · Allocator Webpage (Unanchored URL)
Deschutes Gila Valley Whitmore Permanent Endowment & Fiduciary Trust: $15.0M · IRS Form 990 Sched D

Additional shared vehicles: AG Direct Lending Fund V (2022 Vintage) · AG Direct Lending Fund IV Annex, L.P. (2022 Vintage)

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

Venice Veneto Sviluppo Regional Sovereign Fund Casco Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
AG Direct Lending Fund IV Annex, L.P. (2022 Vintage)
Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust: $45.5M · Allocator Webpage (Unanchored URL)
Venice Veneto Sviluppo Regional Sovereign Fund Casco Sovereign Strategic Investment Fund: $40.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: AG Direct Lending Evergreen Fund LP (2022 Vintage) · AG Credit Fund II (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+469 Additional Institutional LPs Report Shared Vehicles with Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement 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 Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust

You are viewing 5 open public preview records (out of 22 total tracked records for Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust) 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 (472 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 Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust and our interactive GP workspace.

Strategies Disclosed by Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust

Private Credit LPs →Buyout LPs →Real Estate LPs →Real Assets LPs →Infrastructure LPs →

Frequently Asked Questions: Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust

What type of institutional allocator is Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust and what is their typical disclosed ticket size?

Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust is categorized under Corporate Pension Plan (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Hickory, NC). Across 22 historical disclosure records tracked on Prilago ($984.0M total parsed USD across disclosed rows), the median disclosed amount is $43.0M (range: $31.0M to $74.1M).

Which private-market strategies appear in Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust's public disclosures?

Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust has disclosed records across Private Credit, Buyout, Real Estate, Real Assets, Infrastructure. Open preview records include Sustainable Assets Fund IV, L.P. (2025 Vintage), Bain Capital Special Situations Asia III (2025 Vintage), Macquarie Infrastructure Partners VI (2025 Vintage), Blackstone Capital Partners XI (2025 Vintage).

How are Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust's historical records substantiated and separated from active searches on Prilago?

Records for Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust cite primary public disclosures (Allocator Webpage (Unanchored URL)), 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 Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/catawba-valley-charlevoix-breckenridge-industrial-consolidated-master-retirement-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 Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust?

In Prilago's bilateral commitment graph, Catawba Valley Charlevoix Breckenridge Industrial Consolidated Master Retirement Trust shares resolved underlying fund vehicles with 472 institutional LPs across 20 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 Bny Mellon Advisors, Inc. (8 shared vehicles, e.g. AG Direct Lending Fund V (2022 Vintage)), Deschutes Gila Valley Whitmore Permanent Endowment & Fiduciary Trust (8 shared vehicles, e.g. Macquarie Infrastructure Partners VI (2025 Vintage)), Venice Veneto Sviluppo Regional Sovereign Fund Casco Sovereign Strategic Investment Fund (5 shared vehicles, e.g. AG Direct Lending Fund IV Annex, L.P. (2022 Vintage)).

Related Corporate Pension Plan & Southeast (NC / GA / TN / SC / AL / KY / LA) Institutional LPs

South Carolina RSIC (643)North Carolina Retirement (594)Mississippi PERS (369)Kentucky Retirement Systems (338)Louisiana SERS (70)LSERS (Louisiana School Retirement) (60)Teachers' Retirement System of Louisiana (TRSL) (54)Georgia ERS (43)Atchafalaya Brazosport Weatherby Institutional Outsourced CIO & Wealth Advisory (32)Barataria Golden Valley Remington Institutional Outsourced CIO & Wealth Advisory (32)