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

Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust

$3.1B Total AUM · Institutional LP profile covering 18 historical fund disclosure records ($272.9M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Real Assets, Secondaries (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
18
5 Open Source Trails Below
Sum of Disclosed Rows
$272.9M
Total AUM: $3.1B
Median Disclosed Amount
$15.2M
Range: $11.6M – $18.0M
Disclosed Fund Multiples
11.8% Mean IRR (n=6) · 1.73x Mean TVPI (n=6)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Chappaqua Germantown Goldstein 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
Crestline Opp V Private Credit 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
Sycamore Partners IV 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
Sentinel Capital Partners VII 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
KPS Special Situations Fund VI Buyout 2025
$15.0M
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
$14.0M
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 — Chappaqua Germantown Goldstein 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

Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust (Chappaqua, NY) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($80.6M allocation gap toward a 15.5% target, advised by Wilshire Advisors).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-27

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust

438 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Chappaqua Germantown Goldstein 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 7 Shared Vehicles

Barataria Falmouth Chesterfield Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
KPS Special Situations VI (2025 Vintage)
Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust: $15.0M · IRS Form 990 Sched D
Barataria Falmouth Chesterfield Industrial Consolidated Master Retirement Trust: $38.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Sycamore Partners IV (2025 Vintage) · Sentinel Capital Partners VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Cimarron Fairfield County Thornton Regional Health System Master Investment Pool

Healthcare / Hospital System Stillwater, OK
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sycamore Partners IV (2025 Vintage)
Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust: $14.0M · IRS Form 990 Sched D
Cimarron Fairfield County Thornton Regional Health System Master Investment Pool: $14.0M · IRS Form 990 Sched D

Additional shared vehicles: KPS Special Situations VI (2025 Vintage) · Sentinel Capital Partners VII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Sentinel Capital Partners VII (2023 Vintage)
Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust: $18.0M · IRS Form 990 Sched D
Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory: $53.0M · SEC Form ADV 7.B

Additional shared vehicles: KPS Special Situations VI (2025 Vintage) · Sycamore Partners IV (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+435 Additional Institutional LPs Report Shared Vehicles with Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 18 total tracked records for Chappaqua Germantown Goldstein 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 (438 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust

Buyout LPs →Private Credit LPs →Venture Capital LPs →Real Assets LPs →Secondaries LPs →

Frequently Asked Questions: Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: New York / Tri-State; Headquarters: Chappaqua, NY). Across 18 historical disclosure records tracked on Prilago ($272.9M total parsed USD across disclosed rows), the median disclosed amount is $15.2M (range: $11.6M to $18.0M).

Which private-market strategies appear in Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust's public disclosures?

Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Credit, Venture Capital, Real Assets, Secondaries. Open preview records include Crestline Opp V (2025 Vintage), Sycamore Partners IV (2025 Vintage), Sentinel Capital Partners VII (2025 Vintage), KPS Special Situations Fund VI (2025 Vintage).

How are Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Chappaqua Germantown Goldstein 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 Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/chappaqua-germantown-goldstein-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 Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Chappaqua Germantown Goldstein Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 438 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 Barataria Falmouth Chesterfield Industrial Consolidated Master Retirement Trust (7 shared vehicles, e.g. KPS Special Situations VI (2025 Vintage)), Cimarron Fairfield County Thornton Regional Health System Master Investment Pool (7 shared vehicles, e.g. Sycamore Partners IV (2025 Vintage)), Carillon Deep Creek Fontaine Institutional Outsourced CIO & Wealth Advisory (7 shared vehicles, e.g. Sentinel Capital Partners VII (2023 Vintage)).

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