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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM) HQ: Coeur d'Alene, ID

Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust

$6.9B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($428.9M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Private Credit, Buyout, Infrastructure, Growth 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
20
5 Open Source Trails Below
Sum of Disclosed Rows
$428.9M
Total AUM: $6.9B
Median Disclosed Amount
$20.0M
Range: $14.0M – $36.8M
Disclosed Fund Multiples
13.7% Mean IRR (n=8) · 1.35x Mean TVPI (n=8)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 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
Meadow Recovery Fund LP Real Estate 2025
$20.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
SV7 Impact Medicine Fund, L.P. Buyout 2025
$19.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
EnCap Energy Transition Fund II Infrastructure 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
Menlo Inflection IV, LP Growth Equity 2025
$16.5M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
TPG Angelo Gordon Realty Fund V Real Estate 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

Forward-Looking Searches, Pacing Plans & Governance Updates — Coeur d'Alene Chippewa Valley Bergstrom 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

Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust (Institutional Trust, $6.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 12.3% Actual; $151.8M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$68M–$129M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 12.3% actual on $6.9B total assets). Gatekeeper / Intake Conduit: Aon Investments.

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 — Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust

522 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust (20 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 8 Shared Vehicles

University of Southern California (USC) Investment Office

University Endowment Los Angeles, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Marathon Eco VI European Credit Opportunities VI (2025 Vintage)
Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust: $27.2M · IRS Form 990 Sched D
University of Southern California (USC) Investment Office: $48.2M · IRS Form 990 Sched D

Additional shared vehicles: Maverick Lien Fund VII (2025 Vintage) · Menlo Inflection IV, LP (2025 Vintage)

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

Louisiana Education Quality Trust Fund (LEQTF Constitutional Trust)

Institutional Trust North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Maverick Lien Fund VII (2025 Vintage)
Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust: $21.0M · IRS Form 990 Sched D
Louisiana Education Quality Trust Fund (LEQTF Constitutional Trust): $5.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Marathon Eco VI European Credit Opportunities VI (2025 Vintage) · Menlo Inflection IV, LP (2025 Vintage)

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

Blackstone Strategic Capital Holdings (GP Stakes & Seeder Platform)

Fund of Funds / Seeder North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Marathon Eco IV European Credit Opportunities IV (2025 Vintage)
Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust: $16.0M · IRS Form 990 Sched D
Blackstone Strategic Capital Holdings (GP Stakes & Seeder Platform): $130.0M · SEC Form ADV 7.B

Additional shared vehicles: Marathon Eco VI European Credit Opportunities VI (2025 Vintage) · Maverick Lien Fund VII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+519 Additional Institutional LPs Report Shared Vehicles with Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 20 total tracked records for Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (522 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 Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust

Real Estate LPs →Private Credit LPs →Buyout LPs →Infrastructure LPs →Growth Equity LPs →

Frequently Asked Questions: Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Mountain West & Southwest (CO / AZ / UT / NV / MT / NM); Headquarters: Coeur d'Alene, ID). Across 20 historical disclosure records tracked on Prilago ($428.9M total parsed USD across disclosed rows), the median disclosed amount is $20.0M (range: $14.0M to $36.8M).

Which private-market strategies appear in Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust's public disclosures?

Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust has disclosed records across Real Estate, Private Credit, Buyout, Infrastructure, Growth Equity. Open preview records include Meadow Recovery Fund LP (2025 Vintage), SV7 Impact Medicine Fund, L.P. (2025 Vintage), EnCap Energy Transition Fund II (2025 Vintage), Menlo Inflection IV, LP (2025 Vintage).

How are Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Coeur d'Alene Chippewa Valley Bergstrom 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 Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/coeur-d-alene-chippewa-valley-bergstrom-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 Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Coeur d'Alene Chippewa Valley Bergstrom Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 522 institutional LPs across 20 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 University of Southern California (USC) Investment Office (8 shared vehicles, e.g. Marathon Eco VI European Credit Opportunities VI (2025 Vintage)), Louisiana Education Quality Trust Fund (LEQTF Constitutional Trust) (8 shared vehicles, e.g. Maverick Lien Fund VII (2025 Vintage)), Blackstone Strategic Capital Holdings (GP Stakes & Seeder Platform) (7 shared vehicles, e.g. Marathon Eco IV European Credit Opportunities IV (2025 Vintage)).

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