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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Florida HQ: Coral Gables, FL

Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust

$2.5B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($221.7M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Venture Capital, Private Credit, 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
17
5 Open Source Trails Below
Sum of Disclosed Rows
$221.7M
Total AUM: $2.5B
Median Disclosed Amount
$13.0M
Range: $8.4M – $18.0M
Disclosed Fund Multiples
12.9% Mean IRR (n=5) · 1.60x Mean TVPI (n=5)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Coral Gables Blackfoot Weatherby 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
H.I.G. Realty Credit Partners V 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
Berkshire Fund XI Buyout 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
Genstar XI Opportunities Fund I, L.P. Buyout 2025
$9.8M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
BDT & MSD Partners Fund I Buyout 2025
$12.9M
Historical commitment · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Genstar Capital Partners XII Buyout 2023
$13.2M
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 — Coral Gables Blackfoot Weatherby 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

Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust (Institutional Trust, $2.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 11.4% Actual; $65.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$45M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 11.4% actual on $2.5B total assets). Gatekeeper / Intake Conduit: Segal Marco Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-06

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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 — Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust

515 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Coral Gables Blackfoot Weatherby 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

Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar Capital Partners XII (2023 Vintage)
Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust: $13.2M · IRS Form 990 Sched D
Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory: $91.2M · SEC Form ADV 7.B

Additional shared vehicles: Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage) · Genstar XI Opportunities Fund I, L.P. (2023 Vintage)

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

Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)
Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust: $10.0M · IRS Form 990 Sched D
Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory: $77.5M · SEC Form ADV 7.B

Additional shared vehicles: Genstar Capital Partners XII (2023 Vintage) · Genstar XI Opportunities Fund I, L.P. (2023 Vintage)

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

Fort Collins Chebacco Waverly Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Genstar XI Opportunities Fund I, L.P. (2023 Vintage)
Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust: $9.8M · IRS Form 990 Sched D
Fort Collins Chebacco Waverly Mutual & Casualty Insurance General Account: $41.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Genstar Capital Partners XII (2023 Vintage) · Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+512 Additional Institutional LPs Report Shared Vehicles with Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Coral Gables Blackfoot Weatherby 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 (515 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 Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust

Frequently Asked Questions: Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Florida; Headquarters: Coral Gables, FL). Across 17 historical disclosure records tracked on Prilago ($221.7M total parsed USD across disclosed rows), the median disclosed amount is $13.0M (range: $8.4M to $18.0M).

Which private-market strategies appear in Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust's public disclosures?

Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Real Estate, Venture Capital, Private Credit, Private Equity. Open preview records include H.I.G. Realty Credit Partners V (2025 Vintage), Berkshire Fund XI (2025 Vintage), Genstar XI Opportunities Fund I, L.P. (2025 Vintage), BDT & MSD Partners Fund I (2025 Vintage).

How are Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Coral Gables Blackfoot Weatherby 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 Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/coral-gables-blackfoot-weatherby-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 Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Coral Gables Blackfoot Weatherby Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 515 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 Broadmoor Deerfield Valley Sinclair Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. Genstar Capital Partners XII (2023 Vintage)), Hudson Valley Battenkill Holmberg Institutional Outsourced CIO & Wealth Advisory (5 shared vehicles, e.g. Genstar Capital Partners XI Opportunities Fund, L.P. (2023 Vintage)), Fort Collins Chebacco Waverly Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Genstar XI Opportunities Fund I, L.P. (2023 Vintage)).

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