Skip to main content
Institutional Trust IRS Form 990 Sched D Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA) HQ: Hickory, NC

Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust

$5.7B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($360.8M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Growth Equity, Private Equity, Secondaries (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
$360.8M
Total AUM: $5.7B
Median Disclosed Amount
$18.0M
Range: $13.0M – $33.6M
Disclosed Fund Multiples
13.1% Mean IRR (n=6) · 1.72x Mean TVPI (n=6)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Catawba Valley Harbor Springs Alderwood 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
Accel Ventures IX 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
Allied Industrial Partners I, L.P. Buyout 2025
$16.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Hamilton Lane EM Program I Private Equity 2025
$30.7M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Neuberger Berman Secondary Opportunities Fund II Secondaries 2025
$26.3M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
IGP Gaming and Entertainment Fund I Buyout 2025
$18.0M
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 — Catawba Valley Harbor Springs Alderwood 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

Catawba Valley Harbor Springs Alderwood 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: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-08

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 Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust

486 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Catawba Valley Harbor Springs Alderwood 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

RWJBarnabas Health Long-Term Investment Pool

Healthcare / Hospital System West Orange, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel Ventures IX (2025 Vintage)
Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
RWJBarnabas Health Long-Term Investment Pool: $26.2M · IRS Form 990 Sched D

Additional shared vehicles: Accel Partners XIV (2021 Vintage) · Accel Venture Fund VIII (2021 Vintage)

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

Boise Basin Aroostook Northrop Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel Partners XIV (2021 Vintage)
Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust: $22.8M · IRS Form 990 Sched D
Boise Basin Aroostook Northrop Mutual & Casualty Insurance General Account: $41.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Accel Ventures IX (2025 Vintage) · Accel Venture Fund VIII (2021 Vintage)

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

Vernal Point Advisors

Family Office / MFO San Francisco, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Accel Venture Fund VIII (2021 Vintage)
Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust: $13.5M · IRS Form 990 Sched D
Vernal Point Advisors: $8.0M · SEC Form ADV 7.B

Additional shared vehicles: Accel Ventures IX (2025 Vintage) · Accel Partners XIV (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+483 Additional Institutional LPs Report Shared Vehicles with Catawba Valley Harbor Springs Alderwood 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 Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Catawba Valley Harbor Springs Alderwood 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 (486 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 Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust and our interactive GP workspace.

Strategies Disclosed by Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Southeast (NC / GA / TN / SC / AL / KY / LA); Headquarters: Hickory, NC). Across 18 historical disclosure records tracked on Prilago ($360.8M total parsed USD across disclosed rows), the median disclosed amount is $18.0M (range: $13.0M to $33.6M).

Which private-market strategies appear in Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust's public disclosures?

Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust has disclosed records across Venture Capital, Buyout, Growth Equity, Private Equity, Secondaries. Open preview records include Accel Ventures IX (2025 Vintage), Allied Industrial Partners I, L.P. (2025 Vintage), Hamilton Lane EM Program I (2025 Vintage), Neuberger Berman Secondary Opportunities Fund II (2025 Vintage).

How are Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Catawba Valley Harbor Springs Alderwood 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 Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/catawba-valley-harbor-springs-alderwood-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 Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Catawba Valley Harbor Springs Alderwood Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 486 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 RWJBarnabas Health Long-Term Investment Pool (6 shared vehicles, e.g. Accel Ventures IX (2025 Vintage)), Boise Basin Aroostook Northrop Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. Accel Partners XIV (2021 Vintage)), Vernal Point Advisors (6 shared vehicles, e.g. Accel Venture Fund VIII (2021 Vintage)).

Related Institutional Trust & 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)