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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Mid-Atlantic / DC Metro HQ: Chantilly, VA

Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust

$6.0B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($383.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Growth Equity, Venture Capital, Private Equity (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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$383.2M
Total AUM: $6.0B
Median Disclosed Amount
$17.5M
Range: $13.0M – $32.0M
Disclosed Fund Multiples
13.5% Mean IRR (n=8) · 1.69x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Clarion Lion Properties Fund, L.P. Real Estate 2025
$23.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Clayton Dubilier & Rice Fund XIII Buyout 2025
$22.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
B Capital Coinvest Fund (N2), L.P.Co Investment Vehicle Distressed / Special Situations 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
EQT Real Estate III Real Estate 2025
$32.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Fortress Lending Fund II Buyout 2025
$17.0M
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 — Chantilly Great Smoky Osullivan 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

Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust (Institutional Trust, $6.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 12.7% Actual; $108.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$49M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 12.7% actual on $6.0B total assets). Gatekeeper / Intake Conduit: FEG Investment Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 (6) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust

601 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust (18 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

Apalachicola Chappaqua Fontaine Mutual & Casualty Insurance General Account

Insurance Company Tallahassee, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clarion Lion Properties Fund (2025 Vintage)
Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust: $23.5M · IRS Form 990 Sched D
Apalachicola Chappaqua Fontaine Mutual & Casualty Insurance General Account: $104.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Index Ventures Growth VI (2025 Vintage) · Iconiq Strategic Partners VII (2025 Vintage)

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

Sammons Financial Group General Account

Insurance Company West Des Moines, IA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Clayton Dubilier & Rice Fund XIII (2023 Vintage)
Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust: $22.0M · IRS Form 990 Sched D
Sammons Financial Group General Account: $58.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Clarion Lion Properties Fund (2025 Vintage) · Cibus Fund II (2021 Vintage)

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

Driehaus Capital Management

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cibus Fund II (2021 Vintage)
Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust: $25.0M · IRS Form 990 Sched D
Driehaus Capital Management: $77.5M · SEC Form ADV 7.B

Additional shared vehicles: Clarion Lion Properties Fund (2025 Vintage) · Clayton Dubilier & Rice Fund XIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+598 Additional Institutional LPs Report Shared Vehicles with Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (601 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (6) & CRM export

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Strategies Disclosed by Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Chantilly, VA). Across 20 historical disclosure records tracked on Prilago ($383.2M total parsed USD across disclosed rows), the median disclosed amount is $17.5M (range: $13.0M to $32.0M).

Which private-market strategies appear in Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust's public disclosures?

Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Real Estate, Growth Equity, Venture Capital, Private Equity. Open preview records include Clarion Lion Properties Fund, L.P. (2025 Vintage), Clayton Dubilier & Rice Fund XIII (2025 Vintage), B Capital Coinvest Fund (N2), L.P. (2025 Vintage), EQT Real Estate III (2025 Vintage).

How are Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Chantilly Great Smoky Osullivan 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 Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chantilly-great-smoky-osullivan-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 Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Chantilly Great Smoky Osullivan Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 601 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 Apalachicola Chappaqua Fontaine Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. Clarion Lion Properties Fund (2025 Vintage)), Sammons Financial Group General Account (6 shared vehicles, e.g. Clayton Dubilier & Rice Fund XIII (2023 Vintage)), Driehaus Capital Management (6 shared vehicles, e.g. Cibus Fund II (2021 Vintage)).

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