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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Florida HQ: Clearwater, FL

Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust

$3.7B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($264.4M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Distressed / Special Situations, Private Credit (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
16
5 Open Source Trails Below
Sum of Disclosed Rows
$264.4M
Total AUM: $3.7B
Median Disclosed Amount
$16.0M
Range: $13.0M – $21.7M
Disclosed Fund Multiples
15.9% Mean IRR (n=4) · 1.37x Mean TVPI (n=4)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 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
Covenant Apartment XI Instl LP Real Estate 2025
$18.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Covenant Apartment X Instl LP Real Estate 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
Crayhill Principal Strategies III Buyout 2025
$14.8M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Empire Opportunistic Secondary Fund LP Distressed / Special Situations 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
Covenant Affordable Housing Fund I LP Real Estate 2024
$19.2M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Clearwater Guadalupe Sandberg 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

Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust (Clearwater, FL) committed $25.0M to North American Buyout & Growth Co-Investment Fund IV, L.P. (Private Equity sleeve) under its 2025 private markets pacing program ($111.0M allocation gap toward a 16.0% target, advised by Wilshire Advisors).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-11

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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 (7) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust

537 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust (16 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 4 Shared Vehicles

Glen Ellyn Coos Bay Fontaine Mutual & Casualty Insurance General Account

Insurance Company Glen Ellyn, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Covenant Apartment X Instl LP (2025 Vintage)
Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
Glen Ellyn Coos Bay Fontaine Mutual & Casualty Insurance General Account: $49.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crayhill Principal Strategies III (2025 Vintage) · Covenant Affordable Housing Fund I LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Pnc Capital Advisors

OCIO / Wealth RIA Baltimore, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crayhill Principal Strategies III (2025 Vintage)
Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust: $14.8M · IRS Form 990 Sched D
Pnc Capital Advisors: $34.8M · SEC Form ADV 7.B

Additional shared vehicles: Covenant Apartment X Instl LP (2025 Vintage) · Covenant Affordable Housing Fund I LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Berkshire Hills Cape Fear Sinclair Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Covenant Affordable Housing Fund I LP (2024 Vintage)
Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust: $19.2M · IRS Form 990 Sched D
Berkshire Hills Cape Fear Sinclair Industrial Consolidated Master Retirement Trust: $14.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Covenant Apartment X Instl LP (2025 Vintage) · Crayhill Principal Strategies III (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+534 Additional Institutional LPs Report Shared Vehicles with Clearwater Guadalupe Sandberg 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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Request Pilot Access to Full Workspace Data for Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 16 total tracked records for Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (537 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (7) & CRM export

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Strategies Disclosed by Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust

Real Estate LPs →Buyout LPs →Distressed / Special Situations LPs →Private Credit LPs →

Frequently Asked Questions: Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Florida; Headquarters: Clearwater, FL). Across 16 historical disclosure records tracked on Prilago ($264.4M total parsed USD across disclosed rows), the median disclosed amount is $16.0M (range: $13.0M to $21.7M).

Which private-market strategies appear in Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust's public disclosures?

Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust has disclosed records across Real Estate, Buyout, Distressed / Special Situations, Private Credit. Open preview records include Covenant Apartment XI Instl LP (2025 Vintage), Covenant Apartment X Instl LP (2025 Vintage), Crayhill Principal Strategies III (2025 Vintage), Empire Opportunistic Secondary Fund LP (2025 Vintage).

How are Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Clearwater Guadalupe Sandberg 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 Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/clearwater-guadalupe-sandberg-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 Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Clearwater Guadalupe Sandberg Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 537 institutional LPs across 16 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 Glen Ellyn Coos Bay Fontaine Mutual & Casualty Insurance General Account (4 shared vehicles, e.g. Covenant Apartment X Instl LP (2025 Vintage)), Pnc Capital Advisors (4 shared vehicles, e.g. Crayhill Principal Strategies III (2025 Vintage)), Berkshire Hills Cape Fear Sinclair Industrial Consolidated Master Retirement Trust (4 shared vehicles, e.g. Covenant Affordable Housing Fund I LP (2024 Vintage)).

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