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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Massachusetts / New England HQ: Dover, NH

Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust

$5.2B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($314.1M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Private Equity, Real Estate, Infrastructure (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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$314.1M
Total AUM: $5.2B
Median Disclosed Amount
$17.2M
Range: $13.0M – $27.7M
Disclosed Fund Multiples
14.3% Mean IRR (n=5) · 1.33x Mean TVPI (n=5)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 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
Kinterra Critical Materials & Infrastructure Opportunities Fund II Infrastructure 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
LFM Capital Partners III-A LP Buyout 2025
$19.5M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
LFM Capital Partners II-A LP Buyout 2025
$17.2M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Pantheon Credit Opportunity III Private Credit 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
Churchill Middle Market Senior Loan Fund V Private Credit 2025
$13.0M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Cocheco Cumberland Gap Brookfield 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

Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 11.5% Actual; $156.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$70M–$133M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 11.5% actual on $5.2B total assets). Gatekeeper / Intake Conduit: Hamilton Lane.

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 — Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust

416 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust (17 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 5 Shared Vehicles

Glenwood Arapahoe Sinclair Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kinterra Critical Materials & Infrastructure Opportunities Fund II (2025 Vintage)
Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust: $23.5M · IRS Form 990 Sched D
Glenwood Arapahoe Sinclair Private Markets Primary & GP Seeder Fund-of-Funds: $90.2M · SEC Form ADV 7.B

Additional shared vehicles: Kohlberg NY Investors X-B, L.P. (2024 Vintage) · LFM CAPITAL PARTNERS III-A (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Lockheed Martin Corporation Master Retirement Trust

Corporate Pension Plan Bethesda, MD
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kohlberg NY Investors X-B, L.P. (2024 Vintage)
Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust: $22.5M · IRS Form 990 Sched D
Lockheed Martin Corporation Master Retirement Trust: $54.8M · SEC EDGAR Filing

Additional shared vehicles: Kinterra Critical Materials & Infrastructure Opportunities Fund II (2025 Vintage) · LFM CAPITAL PARTNERS III-A (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Principal Real Estate

OCIO / Wealth RIA Des Moines, IA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
LFM CAPITAL PARTNERS III-A (2024 Vintage)
Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust: $19.5M · IRS Form 990 Sched D
Principal Real Estate: $130.5M · SEC Form ADV 7.B

Additional shared vehicles: Kinterra Critical Materials & Infrastructure Opportunities Fund II (2025 Vintage) · Kohlberg NY Investors X-B, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+413 Additional Institutional LPs Report Shared Vehicles with Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (416 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 Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust

Frequently Asked Questions: Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Dover, NH). Across 17 historical disclosure records tracked on Prilago ($314.1M total parsed USD across disclosed rows), the median disclosed amount is $17.2M (range: $13.0M to $27.7M).

Which private-market strategies appear in Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust's public disclosures?

Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust has disclosed records across Private Credit, Buyout, Private Equity, Real Estate, Infrastructure. Open preview records include Kinterra Critical Materials & Infrastructure Opportunities Fund II (2025 Vintage), LFM Capital Partners III-A LP (2025 Vintage), LFM Capital Partners II-A LP (2025 Vintage), Pantheon Credit Opportunity III (2025 Vintage).

How are Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Cocheco Cumberland Gap Brookfield 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 Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cocheco-cumberland-gap-brookfield-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 Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Cocheco Cumberland Gap Brookfield Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 416 institutional LPs across 17 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 Glenwood Arapahoe Sinclair Private Markets Primary & GP Seeder Fund-of-Funds (5 shared vehicles, e.g. Kinterra Critical Materials & Infrastructure Opportunities Fund II (2025 Vintage)), Lockheed Martin Corporation Master Retirement Trust (5 shared vehicles, e.g. Kohlberg NY Investors X-B, L.P. (2024 Vintage)), Principal Real Estate (5 shared vehicles, e.g. LFM CAPITAL PARTNERS III-A (2024 Vintage)).

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