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Healthcare / Hospital System IRS Form 990 Sched D Roadshow Hub: Florida HQ: Clearwater, FL

Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool

$9.6B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($674.9M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Distressed / Special Situations, 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
21
5 Open Source Trails Below
Sum of Disclosed Rows
$674.9M
Total AUM: $9.6B
Median Disclosed Amount
$29.0M
Range: $20.0M – $58.3M
Disclosed Fund Multiples
13.0% Mean IRR (n=9) · 1.37x Mean TVPI (n=9)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool

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
Cross Ocean ESS Fund V Distressed / Special Situations 2025
$36.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Crestline Opp IV Opportunistic Credit IV Private Credit 2025
$34.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Crestline Opp V Opportunistic Credit V Private Credit 2025
$30.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Creandum VII Venture Capital 2024
$46.5M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Crescent European Specialty Lending Fund III Private Credit 2024
$33.0M
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 Halifax Fitzgerald Regional Health System Master Investment Pool

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

Allocation-Policy / Pacing Update

Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool (Healthcare / Hospital System, $9.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 16.5% vs. 14.7% Actual; $172.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$78M–$147M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 16.5% vs 14.7% actual on $9.6B total assets). Gatekeeper / Intake Conduit: RVK, Inc..

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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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 — Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool

595 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool (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

Lazard Asset Management

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Creandum VII (2024 Vintage)
Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool: $46.5M · IRS Form 990 Sched D
Lazard Asset Management: $148.0M · SEC Form ADV 7.B

Additional shared vehicles: Cross Ocean ESS Fund V (2024 Vintage) · Crestline Opp IV Opportunistic Credit IV (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 9 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)
Cross Ocean ESS Fund V (2024 Vintage)
Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool: $36.0M · IRS Form 990 Sched D
Berkshire Hills Cape Fear Sinclair Industrial Consolidated Master Retirement Trust: $20.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Creandum VII (2024 Vintage) · Crestline Opp IV Opportunistic Credit IV (2024 Vintage)

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

David and Lucile Packard Foundation

Private Foundation North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crestline Opp IV Opportunistic Credit IV (2024 Vintage)
Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool: $34.5M · IRS Form 990 Sched D
David and Lucile Packard Foundation: $35.0M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Creandum VII (2024 Vintage) · Cross Ocean ESS Fund V (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+592 Additional Institutional LPs Report Shared Vehicles with Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool

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 Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool

You are viewing 5 open public preview records (out of 21 total tracked records for Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool) 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 (595 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 Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool

Private Credit LPs →Buyout LPs →Distressed / Special Situations LPs →Venture Capital LPs →Private Equity LPs →

Frequently Asked Questions: Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool

What type of institutional allocator is Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool and what is their typical disclosed ticket size?

Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool is categorized under Healthcare / Hospital System (Regional Roadshow Hub: Florida; Headquarters: Clearwater, FL). Across 21 historical disclosure records tracked on Prilago ($674.9M total parsed USD across disclosed rows), the median disclosed amount is $29.0M (range: $20.0M to $58.3M).

Which private-market strategies appear in Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool's public disclosures?

Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool has disclosed records across Private Credit, Buyout, Distressed / Special Situations, Venture Capital, Private Equity. Open preview records include Cross Ocean ESS Fund V (2025 Vintage), Crestline Opp IV Opportunistic Credit IV (2025 Vintage), Crestline Opp V Opportunistic Credit V (2025 Vintage), Creandum VII (2024 Vintage).

How are Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Clearwater Halifax Fitzgerald Regional Health System Master Investment 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 Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/clearwater-halifax-fitzgerald-regional-health-system-master-investment-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 Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool?

In Prilago's bilateral commitment graph, Clearwater Halifax Fitzgerald Regional Health System Master Investment Pool shares resolved underlying fund vehicles with 595 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 Lazard Asset Management (9 shared vehicles, e.g. Creandum VII (2024 Vintage)), Berkshire Hills Cape Fear Sinclair Industrial Consolidated Master Retirement Trust (9 shared vehicles, e.g. Cross Ocean ESS Fund V (2024 Vintage)), David and Lucile Packard Foundation (9 shared vehicles, e.g. Crestline Opp IV Opportunistic Credit IV (2024 Vintage)).

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