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Institutional Trust IRS Form 990 Sched D Roadshow Hub: New York / Tri-State HQ: Ithaca, NY

Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust

$4.5B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($359.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Natural Resources, Private Equity, Infrastructure (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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$359.6M
Total AUM: $4.5B
Median Disclosed Amount
$17.0M
Range: $13.0M – $24.0M
Disclosed Fund Multiples
12.0% Mean IRR (n=9) · 1.67x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 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
Sycamore Partners IV 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
Parthenon Investors VII Buyout 2025
$14.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Avesi Partners II Buyout 2025
$13.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
NGP Natural Resources XIII Natural Resources 2025
$24.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Platinum Equity Capital Partners VI 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 — Cayuga Lake Cosumnes Bernstein 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

Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust (Institutional Trust, $4.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 11.5% Actual; $135.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$61M–$115M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 11.5% actual on $4.5B total assets). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-02

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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 — Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust

534 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust (21 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 9 Shared Vehicles

Ameritas Investment Partners, Inc.

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avesi Partners II (2025 Vintage)
Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust: $13.5M · IRS Form 990 Sched D
Ameritas Investment Partners, Inc.: $93.0M · SEC Form ADV 7.B

Additional shared vehicles: Avenue SSF VI (2023 Vintage) · Avance Investment Partners I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 Shared Vehicles

Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avenue SSF VI (2023 Vintage)
Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust: $20.0M · IRS Form 990 Sched D
Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory: $67.5M · SEC Form ADV 7.B

Additional shared vehicles: Avesi Partners II (2025 Vintage) · Avance Investment Partners I (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 9 Shared Vehicles

Borger Deep Creek Montague Mutual & Casualty Insurance General Account

Insurance Company Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avance Investment Partners I (2022 Vintage)
Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust: $19.2M · IRS Form 990 Sched D
Borger Deep Creek Montague Mutual & Casualty Insurance General Account: $83.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Avesi Partners II (2025 Vintage) · Avenue SSF VI (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+531 Additional Institutional LPs Report Shared Vehicles with Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 21 total tracked records for Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (534 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 Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust

Buyout LPs →Private Credit LPs →Natural Resources LPs →Private Equity LPs →Infrastructure LPs →

Frequently Asked Questions: Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: New York / Tri-State; Headquarters: Ithaca, NY). Across 21 historical disclosure records tracked on Prilago ($359.6M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $24.0M).

Which private-market strategies appear in Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust's public disclosures?

Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Credit, Natural Resources, Private Equity, Infrastructure. Open preview records include Sycamore Partners IV (2025 Vintage), Parthenon Investors VII (2025 Vintage), Avesi Partners II (2025 Vintage), NGP Natural Resources XIII (2025 Vintage).

How are Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Cayuga Lake Cosumnes Bernstein 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 Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cayuga-lake-cosumnes-bernstein-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 Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Cayuga Lake Cosumnes Bernstein Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 534 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 Ameritas Investment Partners, Inc. (9 shared vehicles, e.g. Avesi Partners II (2025 Vintage)), Hiwassee Harpeth Langley Institutional Outsourced CIO & Wealth Advisory (9 shared vehicles, e.g. Avenue SSF VI (2023 Vintage)), Borger Deep Creek Montague Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Avance Investment Partners I (2022 Vintage)).

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