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University Endowment IRS Form 990 Sched D Roadshow Hub: Traverse City, MI HQ: Traverse City, MI

Charlevoix Greenville Fontaine University Foundation & Endowment Pool

$3.9B Total AUM · Institutional LP profile covering 19 historical fund disclosure records ($372.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Real Estate, Real Assets (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
19
5 Open Source Trails Below
Sum of Disclosed Rows
$372.6M
Total AUM: $3.9B
Median Disclosed Amount
$17.0M
Range: $13.0M – $33.0M
Disclosed Fund Multiples
15.6% Mean IRR (n=7) · 1.57x Mean TVPI (n=7)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Charlevoix Greenville Fontaine University Foundation & Endowment Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 19 total tracked records (+14 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
Fifth Avenue Secondary Opportunities II, L.P. Secondaries 2025
$24.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Fifth Avenue Private Credit Opportunities IV, L.P. Private Credit 2025
$23.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Terracap Partners V LP Real Estate 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
Carnelian Energy Capital IV L.P. Real Assets 2025
$30.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Bain Capital Tech Opportunities Fund III Growth Equity 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 — Charlevoix Greenville Fontaine University Foundation & Endowment Pool

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

Allocation-Policy / Pacing Update

Charlevoix Greenville Fontaine University Foundation & Endowment Pool (University Endowment, $3.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 23.0% vs. 21.2% Actual; $70.2M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 23.0% vs 21.2% actual on $3.9B total assets). Gatekeeper / Intake Conduit: Albourne Partners.

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

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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 — Charlevoix Greenville Fontaine University Foundation & Endowment Pool

450 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Charlevoix Greenville Fontaine University Foundation & Endowment Pool (19 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 8 Shared Vehicles

Sapient Capital

Family Office / MFO Indianapolis, IN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fifth Avenue Secondary Opportunities II, L.P. (2025 Vintage)
Charlevoix Greenville Fontaine University Foundation & Endowment Pool: $24.5M · IRS Form 990 Sched D
Sapient Capital: $43.5M · SEC Form ADV 7.B

Additional shared vehicles: Fifth Avenue Private Credit Opportunities IV, L.P. (2023 Vintage) · Farallon Capital Institutional Partners, LP (2023 Vintage)

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

Arax Advisory Partners

Family Office / MFO New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fifth Avenue Private Credit Opportunities IV, L.P. (2023 Vintage)
Charlevoix Greenville Fontaine University Foundation & Endowment Pool: $23.2M · IRS Form 990 Sched D
Arax Advisory Partners: $117.8M · SEC Form ADV 7.B

Additional shared vehicles: Fifth Avenue Secondary Opportunities II, L.P. (2025 Vintage) · Farallon Capital Institutional Partners, LP (2023 Vintage)

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

Briarcliff Glenwood Carmichael Industrial Consolidated Master Retirement Trust

Corporate Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Farallon Capital Institutional Partners, LP (2023 Vintage)
Charlevoix Greenville Fontaine University Foundation & Endowment Pool: $22.0M · IRS Form 990 Sched D
Briarcliff Glenwood Carmichael Industrial Consolidated Master Retirement Trust: $57.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Fifth Avenue Secondary Opportunities II, L.P. (2025 Vintage) · Fifth Avenue Private Credit Opportunities IV, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+447 Additional Institutional LPs Report Shared Vehicles with Charlevoix Greenville Fontaine University Foundation & Endowment Pool

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Request Pilot Access to Full Workspace Data for Charlevoix Greenville Fontaine University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 19 total tracked records for Charlevoix Greenville Fontaine University Foundation & Endowment Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 19 tracked historical disclosure records (+14 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (450 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 Charlevoix Greenville Fontaine University Foundation & Endowment Pool

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

Frequently Asked Questions: Charlevoix Greenville Fontaine University Foundation & Endowment Pool

What type of institutional allocator is Charlevoix Greenville Fontaine University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Charlevoix Greenville Fontaine University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Traverse City, MI; Headquarters: Traverse City, MI). Across 19 historical disclosure records tracked on Prilago ($372.6M total parsed USD across disclosed rows), the median disclosed amount is $17.0M (range: $13.0M to $33.0M).

Which private-market strategies appear in Charlevoix Greenville Fontaine University Foundation & Endowment Pool's public disclosures?

Charlevoix Greenville Fontaine University Foundation & Endowment Pool has disclosed records across Buyout, Private Credit, Venture Capital, Real Estate, Real Assets. Open preview records include Fifth Avenue Secondary Opportunities II, L.P. (2025 Vintage), Fifth Avenue Private Credit Opportunities IV, L.P. (2025 Vintage), Terracap Partners V LP (2025 Vintage), Carnelian Energy Capital IV L.P. (2025 Vintage).

How are Charlevoix Greenville Fontaine University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Charlevoix Greenville Fontaine University Foundation & Endowment Pool 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 Charlevoix Greenville Fontaine University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/charlevoix-greenville-fontaine-university-foundation-and-endowment-pool or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Charlevoix Greenville Fontaine University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Charlevoix Greenville Fontaine University Foundation & Endowment Pool shares resolved underlying fund vehicles with 450 institutional LPs across 19 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 Sapient Capital (8 shared vehicles, e.g. Fifth Avenue Secondary Opportunities II, L.P. (2025 Vintage)), Arax Advisory Partners (8 shared vehicles, e.g. Fifth Avenue Private Credit Opportunities IV, L.P. (2023 Vintage)), Briarcliff Glenwood Carmichael Industrial Consolidated Master Retirement Trust (7 shared vehicles, e.g. Farallon Capital Institutional Partners, LP (2023 Vintage)).

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