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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Elk Grove, CA HQ: Elk Grove, CA

Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust

$5.7B Total AUM · Institutional LP profile covering 25 historical fund disclosure records ($518.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Venture Capital, Real Assets, Real Estate (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
25
5 Open Source Trails Below
Sum of Disclosed Rows
$518.2M
Total AUM: $5.7B
Median Disclosed Amount
$21.8M
Range: $13.0M – $31.5M
Disclosed Fund Multiples
13.5% Mean IRR (n=13) · 1.70x Mean TVPI (n=13)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 25 total tracked records (+20 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
Macquarie Infrastructure Partners VI Infrastructure 2025
$18.0M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Blackstone Topaz Fund, L.P. Private Equity 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
Pioneer Pier Investments, L.P. Private Equity 2025
$14.0M
Historical commitment · As of March 2026
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Kingswood CP Opp III Private Equity 2023
$23.8M
Historical commitment · As of March 2026
Not Yet Page-Verified · Multiples Not Disclosed Inspect Source · IRS Form 990 Sched D
Kinterra Battery Metals Mining Fund, LP Infrastructure 2023
$21.8M
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 — Cosumnes Estero Bay Rutherford 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

Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust (Institutional Trust, $5.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 13.2% Actual; $102.6M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$46M–$95M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 15.0% vs 13.2% actual on $5.7B total assets). Gatekeeper / Intake Conduit: StepStone Group.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-12

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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 — Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust

598 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust (25 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 12 Shared Vehicles

Nippon Life Insurance General Account

Insurance Company Tokyo / Osaka, Japan
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kingswood CP Opp III (2023 Vintage)
Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust: $23.8M · IRS Form 990 Sched D
Nippon Life Insurance General Account: $77.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Khosla Ventures Seed Fund V (2022 Vintage) · Kimmeridge Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 12 Shared Vehicles

Ausable Caddo Lake Whitmore Philanthropic Foundation & Charitable Trust

Private Foundation New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Khosla Ventures Seed Fund V (2022 Vintage)
Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust: $26.2M · IRS Form 990 Sched D
Ausable Caddo Lake Whitmore Philanthropic Foundation & Charitable Trust: $35.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Kingswood CP Opp III (2023 Vintage) · Kimmeridge Fund VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

IEQ Capital

Family Office / MFO Foster City, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Kimmeridge Fund VI (2022 Vintage)
Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust: $25.2M · IRS Form 990 Sched D
IEQ Capital: $149.2M · SEC Form ADV 7.B

Additional shared vehicles: Khosla Ventures Seed Fund V (2022 Vintage) · Kickstart Seed Fund VI, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+595 Additional Institutional LPs Report Shared Vehicles with Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 25 total tracked records for Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 25 tracked historical disclosure records (+20 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (598 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 Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust

Frequently Asked Questions: Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Elk Grove, CA; Headquarters: Elk Grove, CA). Across 25 historical disclosure records tracked on Prilago ($518.2M total parsed USD across disclosed rows), the median disclosed amount is $21.8M (range: $13.0M to $31.5M).

Which private-market strategies appear in Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust's public disclosures?

Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Private Equity, Venture Capital, Real Assets, Real Estate. Open preview records include Macquarie Infrastructure Partners VI (2025 Vintage), Blackstone Topaz Fund, L.P. (2025 Vintage), Pioneer Pier Investments, L.P. (2025 Vintage), Kingswood CP Opp III (2023 Vintage).

How are Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Cosumnes Estero Bay Rutherford 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 Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cosumnes-estero-bay-rutherford-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 Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Cosumnes Estero Bay Rutherford Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 598 institutional LPs across 25 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 Nippon Life Insurance General Account (12 shared vehicles, e.g. Kingswood CP Opp III (2023 Vintage)), Ausable Caddo Lake Whitmore Philanthropic Foundation & Charitable Trust (12 shared vehicles, e.g. Khosla Ventures Seed Fund V (2022 Vintage)), IEQ Capital (10 shared vehicles, e.g. Kimmeridge Fund VI (2022 Vintage)).

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