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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Pacific Northwest (WA / OR / AK) HQ: Coos Bay, OR

Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust

$6.7B Total AUM · Institutional LP profile covering 23 historical fund disclosure records ($509.6M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Buyout, Private Credit, Private Equity, Venture Capital (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
23
5 Open Source Trails Below
Sum of Disclosed Rows
$509.6M
Total AUM: $6.7B
Median Disclosed Amount
$20.0M
Range: $14.0M – $35.8M
Disclosed Fund Multiples
11.9% Mean IRR (n=11) · 1.60x Mean TVPI (n=11)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 23 total tracked records (+18 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
EQT Future / EQT X Buyout 2025
$26.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Blue Owl Opportunistic Lending Fund Private Credit 2025
$20.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
BentallGreenOak Asia Value-Add Fund IV 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
M2 PE Fund Of Funds IV, L.P. Fund of Funds 2025
$20.0M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Blue Owl Beaufort II Private Credit 2025
$18.0M
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 — Coos Bay Cape Ann Fitzgerald 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

Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust (Institutional Trust, $6.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.5% vs. 12.7% Actual; $120.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$54M–$103M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.5% vs 12.7% actual on $6.7B total assets). Gatekeeper / Intake Conduit: bFinance.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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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 (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust

425 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust (23 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 11 Shared Vehicles

Sands Capital Management

OCIO / Wealth RIA Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Future / EQT X (2023 Vintage)
Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust: $26.0M · IRS Form 990 Sched D
Sands Capital Management: $73.2M · SEC Form ADV 7.B

Additional shared vehicles: EQT Exeter Industrial Value Fund VIII (2023 Vintage) · EQT Exeter Logistics Value Fund I (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 11 Shared Vehicles

DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Naperville, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter Industrial Value Fund VIII (2023 Vintage)
Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust: $25.0M · IRS Form 990 Sched D
DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory: $50.8M · SEC Form ADV 7.B

Additional shared vehicles: EQT Future / EQT X (2023 Vintage) · EQT Exeter Logistics Value Fund I (2023 Vintage)

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

Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
EQT Exeter Logistics Value Fund I (2023 Vintage)
Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust: $19.5M · IRS Form 990 Sched D
Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account: $107.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: EQT Future / EQT X (2023 Vintage) · EQT Exeter Industrial Value Fund VIII (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+422 Additional Institutional LPs Report Shared Vehicles with Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 23 total tracked records for Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 23 tracked historical disclosure records (+18 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (425 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (5) & CRM export

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Strategies Disclosed by Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Pacific Northwest (WA / OR / AK); Headquarters: Coos Bay, OR). Across 23 historical disclosure records tracked on Prilago ($509.6M total parsed USD across disclosed rows), the median disclosed amount is $20.0M (range: $14.0M to $35.8M).

Which private-market strategies appear in Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust's public disclosures?

Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust has disclosed records across Real Estate, Buyout, Private Credit, Private Equity, Venture Capital. Open preview records include EQT Future / EQT X (2025 Vintage), Blue Owl Opportunistic Lending Fund (2025 Vintage), BentallGreenOak Asia Value-Add Fund IV (2025 Vintage), M2 PE Fund Of Funds IV, L.P. (2025 Vintage).

How are Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Coos Bay Cape Ann Fitzgerald 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 Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/coos-bay-cape-ann-fitzgerald-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 Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Coos Bay Cape Ann Fitzgerald Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 425 institutional LPs across 23 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 Sands Capital Management (11 shared vehicles, e.g. EQT Future / EQT X (2023 Vintage)), DuPage Valley East Hampton Blackwood Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. EQT Exeter Industrial Value Fund VIII (2023 Vintage)), Hopewell Gunnison Kensington Mutual & Casualty Insurance General Account (9 shared vehicles, e.g. EQT Exeter Logistics Value Fund I (2023 Vintage)).

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