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University Endowment IRS Form 990 Sched D Roadshow Hub: Michigan HQ: Houghton, MI

Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool

$5.5B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($609.9M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Infrastructure, 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
24
5 Open Source Trails Below
Sum of Disclosed Rows
$609.9M
Total AUM: $5.5B
Median Disclosed Amount
$23.8M
Range: $13.0M – $44.5M
Disclosed Fund Multiples
12.5% Mean IRR (n=12) · 1.74x Mean TVPI (n=12)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 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
Berkshire Fund XI Buyout 2024
$18.0M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
GIP Spectrum Fund II Infrastructure 2023
$23.8M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
GIP V / Global Infrastructure Partners V Infrastructure 2023
$20.2M
Historical commitment · As of March 2026
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Welsh Carson Anderson & Stowe XIV Buyout 2023
$16.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
GTCR Fund XIV Buyout 2023
$15.0M
Historical commitment · As of December 2025
 Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D

Forward-Looking Searches, Pacing Plans & Governance Updates — Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool

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

Allocation-Policy / Pacing Update

Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool (University Endowment, $5.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 20.2% Actual; $99.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 22.0% vs 20.2% actual on $5.5B total assets). Gatekeeper / Intake Conduit: Meketa Investment Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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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 — Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool

497 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool (23 shared vehicles tracked; showing top 3 bilateral overlaps).

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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

Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New Milford, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GIP Spectrum Fund II (2023 Vintage)
Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool: $23.8M · IRS Form 990 Sched D
Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory: $71.5M · SEC Form ADV 7.B

Additional shared vehicles: GIP V / Global Infrastructure Partners V (2023 Vintage) · GRO Capital III (2022 Vintage)

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

Chattahoochee Huntington Northrop Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GIP V / Global Infrastructure Partners V (2023 Vintage)
Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool: $20.2M · IRS Form 990 Sched D
Chattahoochee Huntington Northrop Institutional Outsourced CIO & Wealth Advisory: $85.8M · SEC Form ADV 7.B

Additional shared vehicles: GIP Spectrum Fund II (2023 Vintage) · GRO Capital III (2022 Vintage)

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

Mutual of Omaha General Account

Insurance Company Omaha, NE
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
GRO Capital III (2022 Vintage)
Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool: $33.2M · IRS Form 990 Sched D
Mutual of Omaha General Account: $61.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: GIP Spectrum Fund II (2023 Vintage) · GIP V / Global Infrastructure Partners V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+494 Additional Institutional LPs Report Shared Vehicles with Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool

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Request Pilot Access to Full Workspace Data for Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool

You are viewing 5 open public preview records (out of 24 total tracked records for Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (497 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 Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool

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

Frequently Asked Questions: Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool

What type of institutional allocator is Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool and what is their typical disclosed ticket size?

Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool is categorized under University Endowment (Regional Roadshow Hub: Michigan; Headquarters: Houghton, MI). Across 24 historical disclosure records tracked on Prilago ($609.9M total parsed USD across disclosed rows), the median disclosed amount is $23.8M (range: $13.0M to $44.5M).

Which private-market strategies appear in Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool's public disclosures?

Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool has disclosed records across Private Credit, Buyout, Real Estate, Infrastructure, Private Equity. Open preview records include Berkshire Fund XI (2024 Vintage), GIP Spectrum Fund II (2023 Vintage), GIP V / Global Infrastructure Partners V (2023 Vintage), Welsh Carson Anderson & Stowe XIV (2023 Vintage).

How are Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool's historical records substantiated and separated from active searches on Prilago?

Records for Copper Country Coosa Valley Bergstrom University Foundation & Endowment 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 Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/copper-country-coosa-valley-bergstrom-university-foundation-and-endowment-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 Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool?

In Prilago's bilateral commitment graph, Copper Country Coosa Valley Bergstrom University Foundation & Endowment Pool shares resolved underlying fund vehicles with 497 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 Housatonic Huron Valley Eastwood Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. GIP Spectrum Fund II (2023 Vintage)), Chattahoochee Huntington Northrop Institutional Outsourced CIO & Wealth Advisory (11 shared vehicles, e.g. GIP V / Global Infrastructure Partners V (2023 Vintage)), Mutual of Omaha General Account (11 shared vehicles, e.g. GRO Capital III (2022 Vintage)).

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