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Institutional Trust IRS Form 990 Sched D Roadshow Hub: Sedona, AZ HQ: Sedona, AZ

Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust

$7.0B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($601.1M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Growth Equity, Private Credit, 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
27
5 Open Source Trails Below
Sum of Disclosed Rows
$601.1M
Total AUM: $7.0B
Median Disclosed Amount
$21.0M
Range: $15.0M – $36.1M
Disclosed Fund Multiples
12.5% Mean IRR (n=15) · 1.74x Mean TVPI (n=15)
Unweighted mean of disclosed funds (not portfolio return · As-of 2026)

Historical Fund Disclosures — Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 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
LeapFrog Emerging Consumer Fund IV Growth Equity 2025
$28.2M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Ares Capital Europe IX Private Credit 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
Marathon Eco VI European Credit Opportunities VI Private Credit 2025
$16.0M
Historical commitment · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Ex/Ante Fund I, LP Venture Capital 2025
$36.1M
Historical commitment · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · IRS Form 990 Sched D
Riverstone Global Energy Transition Fund II Energy Transition 2025
$23.5M
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 — Cottonwood Cape May Goldstein 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

Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust (Institutional Trust, $7.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 12.2% Actual; $126.0M Unallocated Target Bandwidth). Active FY2025–2026 Private Markets Pacing: Deploying ~$57M–$107M/yr across 4–8 institutional GP fund commitments (Target PE Allocation 14.0% vs 12.2% actual on $7.0B total assets). Gatekeeper / Intake Conduit: Fiducient Advisors.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-05

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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 — Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust

606 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Cottonwood Cape May Goldstein 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 13 Shared Vehicles

Iii Capital Management

OCIO / Wealth RIA Boca Raton, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
LeapFrog Emerging Consumer Fund IV (2023 Vintage)
Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust: $28.2M · IRS Form 990 Sched D
Iii Capital Management: $146.2M · SEC Form ADV 7.B

Additional shared vehicles: Leonard Green Equity Investors IX (2022 Vintage) · Landseer Special Opportunities I (2022 Vintage)

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

Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory

OCIO / Wealth RIA Paramus, NJ
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Leonard Green Equity Investors IX (2022 Vintage)
Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust: $28.8M · IRS Form 990 Sched D
Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory: $45.5M · SEC Form ADV 7.B

Additional shared vehicles: LeapFrog Emerging Consumer Fund IV (2023 Vintage) · Landseer Special Opportunities I (2022 Vintage)

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

Front Range Chagrin Valley Sheffield Mutual & Casualty Insurance General Account

Insurance Company Mountain West & Southwest (CO / AZ / UT / NV / MT / NM)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Landseer Special Opportunities I (2022 Vintage)
Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust: $15.5M · IRS Form 990 Sched D
Front Range Chagrin Valley Sheffield Mutual & Casualty Insurance General Account: $73.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: LeapFrog Emerging Consumer Fund IV (2023 Vintage) · Leonard Green Equity Investors IX (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+603 Additional Institutional LPs Report Shared Vehicles with Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust

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Request Pilot Access to Full Workspace Data for Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust

You are viewing 5 open public preview records (out of 27 total tracked records for Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (606 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 Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust

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

Frequently Asked Questions: Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust

What type of institutional allocator is Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust and what is their typical disclosed ticket size?

Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust is categorized under Institutional Trust (Regional Roadshow Hub: Sedona, AZ; Headquarters: Sedona, AZ). Across 27 historical disclosure records tracked on Prilago ($601.1M total parsed USD across disclosed rows), the median disclosed amount is $21.0M (range: $15.0M to $36.1M).

Which private-market strategies appear in Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust's public disclosures?

Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust has disclosed records across Buyout, Real Estate, Growth Equity, Private Credit, Venture Capital. Open preview records include LeapFrog Emerging Consumer Fund IV (2025 Vintage), Ares Capital Europe IX (2025 Vintage), Marathon Eco VI European Credit Opportunities VI (2025 Vintage), Ex/Ante Fund I, LP (2025 Vintage).

How are Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust's historical records substantiated and separated from active searches on Prilago?

Records for Cottonwood Cape May Goldstein 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 Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/cottonwood-cape-may-goldstein-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 Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust?

In Prilago's bilateral commitment graph, Cottonwood Cape May Goldstein Permanent Endowment & Fiduciary Trust shares resolved underlying fund vehicles with 606 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 Iii Capital Management (13 shared vehicles, e.g. LeapFrog Emerging Consumer Fund IV (2023 Vintage)), Hackensack Coos Bay Montague Institutional Outsourced CIO & Wealth Advisory (12 shared vehicles, e.g. Leonard Green Equity Investors IX (2022 Vintage)), Front Range Chagrin Valley Sheffield Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Landseer Special Opportunities I (2022 Vintage)).

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